DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Curtis Richard EakinSanta Ana, CaMay 27, 2025May 15, 2025
Henry Anthony HernandezIrvine, CaMay 27, 2025May 15, 2025
Christopher Marc JetteSan Diego, CaJun 3, 2025May 22, 2025
Juleane Elizabeth SpittlerSan Diego, CaJun 3, 2025May 22, 2025
The rule
Registrations ended
May 27, 2025 to Jun 3, 2025
Registered next
May 15, 2025 to May 22, 2025
Branch state
CA
Cities
3, most in San Diego, Ca
Registered there that day
9,099 (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 W•••• F•••• A•••••••