DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Theodore AsherWestlake Village, CaJun 15, 2026Jun 12, 2026
Cynthia Montgomery GeorghiouWestlake Village, CaJun 15, 2026Jun 12, 2026
Gabriella ResslerWestlake Village, CaJun 17, 2026Jun 12, 2026
Sharon Reynolds StepenoskyWestlake Village, CaJun 17, 2026Jun 12, 2026
The rule
Registrations ended
Jun 15, 2026 to Jun 17, 2026
Registered next
Jun 12, 2026
Branch state
CA
Cities
1, most in Westlake Village, Ca
Registered there that day
25,053 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into S•••••••• A•••••••• L••