DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

18 advisors left A••••••••• F•••••••• S•••••••• L•• for N•••••••• P•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carolynn FellmanCitrus Heights, CaJul 14, 2025Jul 11, 2025
Colin Stephen GrahlGranite Bay, CaJul 14, 2025Jul 10, 2025
Cody Michael OkeefeRoseville, CaJul 15, 2025Jul 10, 2025
Heather Lynn SmartRoseville, CaJul 15, 2025Jul 10, 2025
Karen Marie BotheAuburn, CaJul 15, 2025Jul 10, 2025
Kristin R Bluemel-RedmanLincoln, CaJul 15, 2025Jul 10, 2025
Monika Lynn ReyesFolsom, CaJul 15, 2025Jul 10, 2025
Angela Rene' ParkerCitrus Heights, CaJul 16, 2025Jul 10, 2025
Briana Christine HarmonOrangevale, CaJul 16, 2025Feb 20, 2026
Carol Ann MacdonaldDavis, CaJul 16, 2025Feb 25, 2026
Rhonda HamilRocklin, CaJul 16, 2025Jul 10, 2025
Juan Jose Gonzales-GasconFolsom, CaJul 17, 2025Feb 13, 2026
Samantha Jane BarrettRancho Cordova, CaJul 18, 2025Feb 17, 2026
Sean GillisRocklin, CaJul 18, 2025Jul 10, 2025
Stephanie Jo KernsRoseville, CaJul 18, 2025Jul 10, 2025
Terry Dale SherrillRoseville, CaJul 18, 2025Jul 10, 2025
Trevor Ellis MeyerAntelope, CaJul 18, 2025Apr 6, 2026
Kenton Aaron BradleyLincoln, CaJul 31, 2025Jul 10, 2025
The rule
Registrations ended
Jul 14, 2025 to Jul 31, 2025
Registered next
Jul 10, 2025 to Apr 6, 2026
Branch state
CA
Cities
11, most in Roseville, Ca
Registered there that day
12,142 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into N•••••••• P•••••••• L••