DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left M• H••••••• S••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cole Smithers KoenigerPortland, OrAug 11, 2025Aug 11, 2025
Debbi Kim WertheimPortland, OrAug 11, 2025Aug 11, 2025
Jack Graffam GrondinPortland, OrAug 11, 2025Aug 11, 2025
Jonathan Byron CrozierPortland, OrAug 11, 2025Aug 11, 2025
Joseph Peter BartolomeoPortland, OrAug 11, 2025Aug 13, 2025
Ronald Julian GreenbergPortland, OrAug 11, 2025Aug 11, 2025
Ryan Matthew PergolaPortland, OrAug 11, 2025Aug 11, 2025
Ryan Wynn MiscikPortland, OrAug 11, 2025Aug 11, 2025
Thomas Keith BrownPortland, OrAug 11, 2025Aug 11, 2025
The rule
Registrations ended
Aug 11, 2025
Registered next
Aug 11, 2025
Branch state
OR
Cities
1, most in Portland, Or
Registered there that day
191 (people still on IAPD; an estimate)
Share of that headcount
4.2%
Succession by the destination
none on the tape
Other teams out of M• H••••••• S••••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••