DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left F••••••••• I••••••••• A••••••• L•• for R••• N•••• C•••••• I••••••••• A•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacob Aaron GraffPhoenix, AzMar 4, 2026Dec 9, 2025
Joanna Esther MartinezPhoenix, AzMar 4, 2026Dec 9, 2025
Killian Michael DowdPhoenix, AzMar 4, 2026Dec 9, 2025
Kyle MortimerPhoenix, AzMar 4, 2026Dec 9, 2025
Robert James MarchewkaPhoenix, AzMar 4, 2026Dec 9, 2025
Samuel Joshua GraffPhoenix, AzMar 4, 2026Dec 9, 2025
The rule
Registrations ended
Mar 4, 2026
Registered next
Dec 9, 2025 to May 7, 2026
Branch state
AZ
Cities
1, most in Phoenix, Az
Registered there that day
289 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of F••••••••• I••••••••• A••••••• L••Other teams into R••• N•••• C•••••• I••••••••• A•••••••