DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ryan Anthony SmithSan Diego, CaOct 2, 2025Oct 1, 2025
Michael Alan ManningSan Diego, CaOct 6, 2025Oct 6, 2025
Richard Semmes CarlquistSan Diego, CaOct 6, 2025Oct 6, 2025
Brandy Clements-CorderCoronado, CaOct 7, 2025Oct 6, 2025
Paul Sigmund BonapartCorte Madera, CaOct 13, 2025Oct 13, 2025
Diana Carolina ColmenaresPacific Grove, CaOct 15, 2025Oct 15, 2025
Susan Lee KendallPacific Grove, CaOct 15, 2025Oct 15, 2025
The rule
Registrations ended
Oct 2, 2025 to Oct 15, 2025
Registered next
Oct 1, 2025 to Oct 15, 2025
Branch state
CA
Cities
4, most in San Diego, Ca
Registered there that day
3,286 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••