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

7 advisors left U•• F•••••••• S••••••• I••• for E•••••••• P•••• W••••• P•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ashley Cross BlancLafayette, LaJun 30, 2025Jun 19, 2025
Benjamin Thomas DomingueLafayette, LaJun 30, 2025Jun 18, 2025
Hunter BertrandLafayette, LaJun 30, 2025Jun 30, 2025
Linda Ann MalinLafayette, LaJun 30, 2025Jun 19, 2025
Michael Alan BohnLafayette, LaJun 30, 2025Jun 18, 2025
Patricia Ann BarnettLafayette, LaJun 30, 2025Jun 30, 2025
Shawna Elaine PrejeanLafayette, LaJun 30, 2025Jun 18, 2025
The rule
Registrations ended
Jun 30, 2025
Registered next
Jun 18, 2025 to Jun 30, 2025
Branch state
LA
Cities
1, most in Lafayette, La
Registered there that day
9,088 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into E•••••••• P•••• W••••• P•••••••• L••