DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left N••••••••• M••••• I••••••••• S••••••••• for M•••••• I•••••••••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew P KubicekBaton Rouge, LaJan 5, 2026Jan 8, 2026
Brianna Blount WilksBaton Rouge, LaJan 13, 2026Jan 13, 2026
Ethan BowlingBaton Rouge, LaJan 13, 2026Jan 14, 2026
Jonathan Joseph WilksBaton Rouge, LaJan 13, 2026Jan 13, 2026
Luke Anthony CostaBaton Rouge, LaJan 13, 2026Jan 14, 2026
Mackenzie Kate DelauneBaton Rouge, LaJan 13, 2026Jan 13, 2026
Rebekah MoreinBaton Rouge, LaJan 13, 2026Jan 13, 2026
The rule
Registrations ended
Jan 5, 2026 to Jan 13, 2026
Registered next
Jan 8, 2026 to Jan 14, 2026
Branch state
LA
Cities
1, most in Baton Rouge, La
Registered there that day
2,037 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of N••••••••• M••••• I••••••••• S•••••••••Other teams into M•••••• I•••••••••