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RIA Intelligence

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Channel change (one enterprise)

16 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••

Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Cody CalabreseLake Oswego, OrMay 15, 2025May 15, 2025
Frederick Arthur SernatingerEugene, OrMay 15, 2025May 15, 2025
Gerald RouleauSunriver, OrMay 15, 2025May 15, 2025
Haley Denise ThomasPortland, OrMay 15, 2025May 15, 2025
Justin BuellPortland, OrMay 15, 2025May 15, 2025
Richard DriessnackEugene, OrMay 15, 2025May 15, 2025
Allison Marie NelsonEugene, OrMay 16, 2025May 16, 2025
Andrew WeberEugene, OrMay 16, 2025May 16, 2025
Jessica TurnerHillsboro, OrMay 16, 2025May 16, 2025
Julie SkinnerEugene, OrMay 16, 2025May 16, 2025
Stephanie E SpriggsEugene, OrMay 16, 2025May 16, 2025
Wendy CheneyEugene, OrMay 16, 2025May 16, 2025
Dominic CorletoPortland, OrMay 19, 2025May 19, 2025
Tyler BevansPortland, OrMay 19, 2025May 19, 2025
David Patrick AichelePortland, OrMay 20, 2025May 19, 2025
The rule
Registrations ended
May 15, 2025 to May 20, 2025
Registered next
May 15, 2025 to May 19, 2025
Branch state
OR
Cities
5, most in Eugene, Or
Registered there that day
13,765 (people still on IAPD; an estimate)
Share of that headcount
0.1%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into W•••• F•••• A•••••••