DFX Intelligence

RIA Intelligence

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Team lift-out

14 advisors left J••• M••••• S••••••••• L•• for G• W••••• M••••••••• R••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Arif AhmedSan Francisco, CaMay 16, 2025May 20, 2025
Alexandra RuebSan Francisco, CaMay 22, 2025May 25, 2025
Cearull Jack HorganSan Francisco, CaMay 22, 2025May 25, 2025
Jeremy ParselsSan Francisco, CaMay 22, 2025May 27, 2025
Jonathan HartleySan Francisco, CaMay 22, 2025May 25, 2025
Ketan DesaiSan Francisco, CaMay 22, 2025Mar 11, 2026
Laura ChaseSan Francisco, CaMay 22, 2025May 21, 2025
Lemuel BourneSan Francisco, CaMay 22, 2025May 22, 2025
Nicholas LeeDaly City, CaMay 22, 2025May 22, 2025
Riley YangSan Francisco, CaMay 22, 2025May 25, 2025
Rohan MunsifSan Francisco, CaMay 22, 2025May 22, 2025
Sarah JoshiSan Francisco, CaMay 22, 2025May 22, 2025
Scott Lachlan LeeSan Francisco, CaMay 22, 2025May 22, 2025
Sotiria Basia SgourosSan Francisco, CaMay 22, 2025May 21, 2025
The rule
Registrations ended
May 16, 2025 to May 22, 2025
Registered next
May 20, 2025 to Mar 11, 2026
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
11,693 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into G• W••••• M••••••••• R••• L••