DFX Intelligence

RIA Intelligence

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Team lift-out

32 advisors left U••• I••••••••• S••••••• C•••••• for S••••• W••••• A•••••••• I•••

BD affiliatedtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Perry SandersSan Antonio, TxMay 24, 2020May 12, 2021
Brian G StaussSan Antonio, TxMay 24, 2020Sep 3, 2026
Cade Rockwell SteenSan Antonio, TxMay 24, 2020Sep 4, 2026
Carolyn NgoSan Antonio, TxMay 24, 2020Dec 9, 2024
Chad David GrosecloseSan Antonio, TxMay 24, 2020Aug 7, 2024
Charles Eldon GarnerSan Antonio, TxMay 24, 2020Jul 23, 2021
Christopher Allen ByrdSan Antonio, TxMay 24, 2020Aug 27, 2025
Christopher Lawrence BorzychSan Antonio, TxMay 24, 2020Dec 15, 2025
Donald Ray DupontSan Antonio, TxMay 24, 2020Nov 29, 2022
Douglas M AskinsSan Antonio, TxMay 24, 2020Apr 28, 2021
George Bela HolecskoSan Antonio, TxMay 24, 2020Apr 17, 2026
Harold Emerson ScullSan Antonio, TxMay 24, 2020Apr 2, 2023
James Ross DeshaiesSan Antonio, TxMay 24, 2020Apr 9, 2026
Joseph Andrew LopezSan Antonio, TxMay 24, 2020Jun 23, 2021
Larry Wilkins ChappellSan Antonio, TxMay 24, 2020Aug 16, 2022
Melissa M RupeSan Antonio, TxMay 24, 2020Jun 29, 2021
Michael BratszteinSan Antonio, TxMay 24, 2020Jan 27, 2021
Michael Louis GlobenfeltSan Antonio, TxMay 24, 2020Jan 7, 2026
Paul David RiskusSan Antonio, TxMay 24, 2020Jan 3, 2023
Rene Eric ArandaSan Antonio, TxMay 24, 2020Apr 30, 2025
Robert Allen BodenlosSan Antonio, TxMay 24, 2020Sep 22, 2021
Robert Brooks BowenSan Antonio, TxMay 24, 2020Jan 31, 2025
Roy Edward PlumleeSan Antonio, TxMay 24, 2020Aug 3, 2021
Ryan Paul Van EmmerikSan Antonio, TxMay 24, 2020Jun 3, 2021
Scott Allen HillerSan Antonio, TxMay 24, 2020Jan 4, 2023
Seth Hitchcock BergquistSan Antonio, TxMay 24, 2020Jan 6, 2023
Shanna Therese GrechSan Antonio, TxMay 24, 2020Oct 29, 2025
Tawnya C SokolikSan Antonio, TxMay 24, 2020Jun 3, 2021
Tiffany Burrows LeroySan Antonio, TxMay 24, 2020May 16, 2023
Bruce ReynoldsSan Antonio, TxJun 2, 2020Apr 8, 2026
John Lawrence SullivanSan Antonio, TxJun 12, 2020Oct 14, 2025
Anna Elizabeth KramerSan Antonio, TxJun 17, 2020Sep 10, 2020
The rule
Registrations ended
May 24, 2020 to Jun 17, 2020
Registered next
Sep 10, 2020 to Sep 4, 2026
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
467 (people still on IAPD; an estimate)
Share of that headcount
6.9%
Succession by the destination
none on the tape
Other teams out of U••• I••••••••• S••••••• C••••••Other teams into S••••• W••••• A•••••••• I•••