DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for M••••••• W••••• M••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeremy Michael ChaseLexington, KyMar 6, 2023Feb 24, 2023
Jessica Marie BarnesLexington, KyMar 6, 2023Feb 24, 2023
Lauren Ashely HazardLexington, KyMar 6, 2023Feb 24, 2023
Peter Sutton McfarlandLexington, KyMar 6, 2023Feb 23, 2023
The rule
Registrations ended
Mar 6, 2023
Registered next
Feb 23, 2023 to Feb 24, 2023
Branch state
KY
Cities
1, most in Lexington, Ky
Registered there that day
8,602 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into M••••••• W••••• M••••••••• L••