DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left S••••••••• P•••••• C•••••• M••••••••• L•• for C••••••• W••••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Collin James SchmidtColumbia, ScJun 16, 2025Jun 9, 2025
Meghan Donna IdeColumbia, ScJun 16, 2025Jun 9, 2025
Amy Lynn WarrenderColumbia, ScJun 17, 2025Jun 17, 2025
Gary Andrew WagnerColumbia, ScJun 17, 2025Sep 2, 2026
Rachel Marie McguireColumbia, ScJun 17, 2025Jun 13, 2025
The rule
Registrations ended
Jun 16, 2025 to Jun 17, 2025
Registered next
Jun 9, 2025 to Sep 2, 2026
Branch state
SC
Cities
1, most in Columbia, Sc
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
45%
Succession by the destination
none on the tape
Other teams out of S••••••••• P•••••• C•••••• M••••••••• L••Other teams into C••••••• W••••• A••••••• L••