DFX Intelligence

RIA Intelligence

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Team lift-out

14 advisors left G••••• R••••••••• P••••••• L•• for H•••••••• B••••••• F•••••••• P••••••• L••

institutionaltono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony J BaroneSan Rafael, CaMar 9, 2025Mar 3, 2025
Austin William KriseSan Rafael, CaMar 9, 2025Mar 3, 2025
Benjamin Eric RathfonSan Rafael, CaMar 9, 2025Mar 3, 2025
Christopher Jay SecurcherSan Rafael, CaMar 9, 2025Mar 3, 2025
Craig Thomas YochumSan Rafael, CaMar 9, 2025Mar 3, 2025
Daniel Walker GrealishSan Rafael, CaMar 9, 2025Mar 3, 2025
Jack Patrick RyanSan Rafael, CaMar 9, 2025Mar 3, 2025
John Michael KirkpatrickSan Rafael, CaMar 9, 2025Mar 3, 2025
Joseph Anthony CravottaSan Rafael, CaMar 9, 2025Mar 3, 2025
Joseph Michael KellySan Rafael, CaMar 9, 2025Mar 6, 2025
Kevin BoveSan Rafael, CaMar 9, 2025Mar 3, 2025
Megan WarzinskiSan Rafael, CaMar 9, 2025Mar 3, 2025
Sierra ChristianSan Rafael, CaMar 9, 2025Mar 3, 2025
Tiffany Marie BenigniSan Rafael, CaMar 9, 2025Mar 3, 2025
The rule
Registrations ended
Mar 9, 2025
Registered next
Mar 3, 2025 to Mar 6, 2025
Branch state
CA
Cities
1, most in San Rafael, Ca
Registered there that day
424 (people still on IAPD; an estimate)
Share of that headcount
3.3%
Succession by the destination
none on the tape
Other teams out of G••••• R••••••••• P••••••• L••Other teams into H•••••••• B••••••• F•••••••• P••••••• L••