DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Gerald DaltonBoise, IdJun 9, 2025May 28, 2025
Breanna Lynda BrandonBoise, IdJun 9, 2025May 29, 2025
Michael S TreinenBoise, IdJun 9, 2025May 28, 2025
Ryan David WhitneyBoise, IdJun 9, 2025May 29, 2025
Sandra Rae DaltonBoise, IdJun 9, 2025May 28, 2025
Scott Douglas MurrayRiggins, IdJun 9, 2025May 28, 2025
William Rex BahneyBoise, IdJun 9, 2025May 28, 2025
The rule
Registrations ended
Jun 9, 2025
Registered next
May 28, 2025 to May 29, 2025
Branch state
ID
Cities
2, most in Boise, Id
Registered there that day
9,085 (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 R•• C•••••• M••••••• L••