DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left W•••• F•••• A••••••• for A••••• T••••• P•••••• W•••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anastasia PavlovaSan Jose, CaJan 22, 2025Jan 16, 2025
Caleb DupreeSan Francisco, CaJan 22, 2025Jan 16, 2025
Gregory Alan WeissNapa, CaJan 22, 2025Jan 16, 2025
John Peter LauritanoSan Francisco, CaJan 22, 2025Jan 16, 2025
Jonathan Y SmithSan Anselmo, CaJan 22, 2025Jan 16, 2025
Mark Francis CavalierSan Francisco, CaJan 22, 2025Jan 16, 2025
The rule
Registrations ended
Jan 22, 2025
Registered next
Jan 16, 2025
Branch state
CA
Cities
4, most in San Francisco, Ca
Registered there that day
13,669 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into A••••• T••••• P•••••• W•••••