DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for B••••• C•••• P•••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
David Haas JasperOrinda, CaJun 17, 2026Jun 10, 2026
Edward HuangBurlingame, CaJun 17, 2026Jun 10, 2026
Katherine Grace PiersantiSan Francisco, CaJun 17, 2026Jun 10, 2026
Michael Howard EvansOrinda, CaJun 17, 2026Jun 10, 2026
The rule
Registrations ended
Jun 17, 2026
Registered next
Jun 10, 2026
Branch state
CA
Cities
3, most in Orinda, Ca
Registered there that day
9,273 (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 B••••• C•••• P•••••••• L••