DFX Intelligence

RIA Intelligence

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Large transfer

87 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for O•••••• C•••••••• A•••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Charles H SchorppAtlanta, GaSep 24, 2025Oct 2, 2025
Daphne GentileAtlanta, GaSep 24, 2025Oct 2, 2025
Rachael Corinne KellyAtlanta, GaSep 24, 2025Oct 7, 2025
Robert Gary RicklesAlpharetta, GaSep 24, 2025Oct 9, 2025
Roberto A Arteaga AscencioAtlanta, GaSep 24, 2025Oct 7, 2025
Ryan James CoxAtlanta, GaSep 24, 2025Oct 2, 2025
Sandra K LasserAtlanta, GaSep 24, 2025Oct 7, 2025
Sumaree WhiteAtlanta, GaSep 24, 2025Oct 7, 2025
Chad A Pigg FifeEatonton, GaSep 25, 2025Sep 25, 2025
Emily Gage FletcherAtlanta, GaSep 25, 2025Sep 25, 2025
James Robert KaufmanAtlanta, GaSep 25, 2025Sep 25, 2025
Jeffrey K CrowellAtlanta, GaSep 25, 2025Sep 24, 2025
Jeffrey Scott NeumeyerAtlanta, GaSep 25, 2025Sep 24, 2025
Jonathan S KesslerAtlanta, GaSep 25, 2025Oct 9, 2025
Joseph TygerAtlanta, GaSep 25, 2025Sep 24, 2025
Kevin Wayne HigginbothamAtlanta, GaSep 25, 2025Sep 25, 2025
Michael FazylovAtlanta, GaSep 25, 2025Sep 24, 2025
Rohan Amish PatelAtlanta, GaSep 25, 2025Oct 9, 2025
Adil Ahmad KhanAtlanta, GaSep 26, 2025Sep 24, 2025
Alex D LevineAtlanta, GaSep 26, 2025Sep 24, 2025
Alexandra C KhouryAtlanta, GaSep 26, 2025Sep 24, 2025
Angelica Delmundo VirtucioAtlanta, GaSep 26, 2025Oct 6, 2025
Ashley F AbateAtlanta, GaSep 26, 2025Sep 24, 2025
Bambi Quiogue RentschlerAtlanta, GaSep 26, 2025Oct 7, 2025
Blake C KollinAtlanta, GaSep 26, 2025Sep 24, 2025
Brittany L HartnettAtlanta, GaSep 26, 2025Sep 24, 2025
Chad BlalockAtlanta, GaSep 26, 2025Sep 24, 2025
Charles John MurrayAtlanta, GaSep 26, 2025Sep 24, 2025
Chester P RollinsAtlanta, GaSep 26, 2025Sep 24, 2025
Chloe Diane CristAtlanta, GaSep 26, 2025Sep 24, 2025
Clifford Anthony FarrenAtlanta, GaSep 26, 2025Sep 24, 2025
Craig Lee RollinsAtlanta, GaSep 26, 2025Sep 24, 2025
Cynthia Pamela YepezAtlanta, GaSep 26, 2025Nov 13, 2025
Daniel Christopher MarshallAtlanta, GaSep 26, 2025Oct 16, 2025
Daniel J LewisAtlanta, GaSep 26, 2025Oct 7, 2025
Daria MacarieAtlanta, GaSep 26, 2025Sep 24, 2025
David Frederick MackAtlanta, GaSep 26, 2025Sep 29, 2025
David M CramerAtlanta, GaSep 26, 2025Sep 24, 2025
David William Ndukasi OnuorahAtlanta, GaSep 26, 2025Sep 24, 2025
Davis HinesAtlanta, GaSep 26, 2025Sep 24, 2025
Dillon Martin HessAtlanta, GaSep 26, 2025Sep 24, 2025
Elizabeth Grace WhiteAtlanta, GaSep 26, 2025Sep 24, 2025
Erik Mathews BjerkeAtlanta, GaSep 26, 2025Sep 25, 2025
Everett Spikes CramerAtlanta, GaSep 26, 2025Sep 24, 2025
Grant Ruckman AnsleyAtlanta, GaSep 26, 2025Sep 24, 2025
Jose J. HernandezAtlanta, GaSep 26, 2025Sep 24, 2025
Joseph Tanner TempletonAtlanta, GaSep 26, 2025Sep 25, 2025
Jurgen A SteinwarzAtlanta, GaSep 26, 2025Sep 24, 2025
Kaitlin M EalyAtlanta, GaSep 26, 2025Sep 24, 2025
Kristopher S GillilandAtlanta, GaSep 26, 2025Oct 6, 2025
Laura Wiley BishopAtlanta, GaSep 26, 2025Sep 24, 2025
Leslie Lynae HillAtlanta, GaSep 26, 2025Oct 7, 2025
Lisa M StinzianoAtlanta, GaSep 26, 2025Oct 14, 2025
Madeline Lee HarrAtlanta, GaSep 26, 2025Sep 24, 2025
Maria Daniela PacinAtlanta, GaSep 26, 2025Oct 16, 2025
Mark AdkinsAtlanta, GaSep 26, 2025Sep 24, 2025
Mark William WazevichAtlanta, GaSep 26, 2025Sep 25, 2025
Mary Katherine LinnAtlanta, GaSep 26, 2025Sep 24, 2025
Matthew Michael PredilettoAtlanta, GaSep 26, 2025Oct 9, 2025
Matthew Thomas HartnettAtlanta, GaSep 26, 2025Sep 24, 2025
Matthew W PesciAtlanta, GaSep 26, 2025Oct 2, 2025
Michael Christopher SontagAtlanta, GaSep 26, 2025Sep 24, 2025
Michael R MassiAtlanta, GaSep 26, 2025Sep 24, 2025
Milon Kennedy TurnerAtlanta, GaSep 26, 2025Oct 9, 2025
Najee SandersAtlanta, GaSep 26, 2025Sep 24, 2025
Nathaniel H CookAtlanta, GaSep 26, 2025Sep 24, 2025
Nicholas MolinariAtlanta, GaSep 26, 2025Sep 24, 2025
Patrick Mccormack FarrenAtlanta, GaSep 26, 2025Sep 24, 2025
Paul W CovingtonAtlanta, GaSep 26, 2025Sep 24, 2025
Peter P SerenoAtlanta, GaSep 26, 2025Sep 24, 2025
Randall RomanAtlanta, GaSep 26, 2025Sep 24, 2025
Renee Allison AlladinAtlanta, GaSep 26, 2025Oct 14, 2025
Richard Blake AndersonAtlanta, GaSep 26, 2025Sep 24, 2025
Richie Newton-Jamal PinnockAtlanta, GaSep 26, 2025Sep 24, 2025
Robert Earl HeightchewAtlanta, GaSep 26, 2025Sep 24, 2025
Robert W CramerAtlanta, GaSep 26, 2025Sep 24, 2025
Ryan E DalyAtlanta, GaSep 26, 2025Oct 2, 2025
Sarah Jordan Badgett PerelleAtlanta, GaSep 26, 2025Sep 24, 2025
Steven Roger PredilettoAtlanta, GaSep 26, 2025Sep 24, 2025
Thomas Arthur JoerresAtlanta, GaSep 26, 2025Sep 24, 2025
Timothy MoscatoAtlanta, GaSep 26, 2025Sep 24, 2025
Tina Louise WalkerAtlanta, GaSep 26, 2025Oct 16, 2025
Travis Yoshio WilsonAtlanta, GaSep 26, 2025Sep 24, 2025
Treyce P AddisonAtlanta, GaSep 26, 2025Oct 2, 2025
Wonyul Griffin SohnAtlanta, GaSep 26, 2025Sep 24, 2025
Jamall LittleAtlanta, GaSep 29, 2025Oct 7, 2025
Kris Lee JoslynAtlanta, GaOct 10, 2025Oct 3, 2025
Courtney Jane Murphy-MesaAtlanta, GaOct 23, 2025Dec 12, 2025
The rule
Registrations ended
Sep 24, 2025 to Oct 23, 2025
Registered next
Sep 24, 2025 to Dec 12, 2025
Branch state
GA
Cities
4, most in Atlanta, Ga
Registered there that day
24,643 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into O•••••• C•••••••• A•••••••• L••