DFX Intelligence

RIA Intelligence

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Team lift-out

12 advisors left C•• F•••••••• G••••• I••• for P•• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Knapp RandallScottsdale, AzDec 31, 2018Apr 18, 2018
Darin Jay BourgeoisScottsdale, AzDec 31, 2018Apr 20, 2018
Jacqueline Lee FlindallPhoenix, AzDec 31, 2018Apr 16, 2018
Jodie Lynn GallovichScottsdale, AzDec 31, 2018Apr 20, 2018
Joseph Frank KroleskiScottsdale, AzDec 31, 2018Apr 20, 2018
Keith Terrence KleinPhoenix, AzDec 31, 2018Apr 18, 2018
Marli Anne SmythePhoenix, AzDec 31, 2018Mar 2, 2018
Steven Robert CookPhoenix, AzDec 31, 2018Apr 16, 2018
Tiffany Erin LumScottsdale, AzDec 31, 2018Apr 20, 2018
Todd Justin LernerScottsdale, AzDec 31, 2018Apr 18, 2018
Tracie M ReithmannPhoenix, AzDec 31, 2018Mar 2, 2018
Tracy Dale CudaScottsdale, AzDec 31, 2018Apr 20, 2018
The rule
Registrations ended
Dec 31, 2018
Registered next
Mar 2, 2018 to Apr 20, 2018
Branch state
AZ
Cities
2, most in Scottsdale, Az
Registered there that day
26 (people still on IAPD; an estimate)
Share of that headcount
46%
Succession by the destination
none on the tape
Other teams out of C•• F•••••••• G••••• I•••Other teams into P•• A•••••••