DFX Intelligence

RIA Intelligence

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Firm absorbed

15 advisors left T•• C•••••• G••••• L•• for C••••••••• C••••••••• A••••••• S••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Maria Sabina SiwekSeattle, WaFeb 11, 2026Mar 2, 2026
Betsy Joann ColeSeattle, WaFeb 18, 2026Feb 26, 2026
Cameron Campbell LamarcheSeattle, WaFeb 18, 2026Mar 9, 2026
George Robert LaneSeattle, WaFeb 18, 2026Mar 18, 2026
Jarred Steven ChamberlainSeattle, WaFeb 18, 2026Feb 26, 2026
Jeffrey Taylor PierceSeattle, WaFeb 18, 2026Mar 18, 2026
Keith Randolph VernonSeattle, WaFeb 18, 2026Mar 18, 2026
Matthew Parker TalbotSeattle, WaFeb 18, 2026Mar 19, 2026
Molly Miller WaltersSeattle, WaFeb 18, 2026Mar 18, 2026
Stephanie Mavis D'IppolitoSeattle, WaFeb 18, 2026Feb 26, 2026
Sue Young SewellSeattle, WaFeb 18, 2026May 29, 2026
Sugarsuren ByambasurenSeattle, WaFeb 18, 2026Apr 1, 2026
Tiffany Rose AndersenSeattle, WaFeb 18, 2026Feb 24, 2026
William Steven ShackSeattle, WaFeb 18, 2026Feb 26, 2026
Yulya StewartSeattle, WaFeb 18, 2026Mar 19, 2026
The rule
Registrations ended
Feb 11, 2026 to Feb 18, 2026
Registered next
Feb 24, 2026 to May 29, 2026
Branch state
WA
Cities
1, most in Seattle, Wa
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of T•• C•••••• G••••• L••Other teams into C••••••••• C••••••••• A••••••• S••••••••