DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left U•• F•••••••• S••••••• I••• for L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jackson Reese ShubertGreenville, ScSep 17, 2025Sep 30, 2025
Brandon Taylor MillsGreenville, ScSep 19, 2025Sep 10, 2025
Brian Andrew BlackburnGreenville, ScSep 19, 2025Sep 11, 2025
Jeffrey Scott AllenGreenville, ScSep 19, 2025Sep 10, 2025
Kyle Andrew GoffGreenville, ScSep 19, 2025Sep 10, 2025
Marley Stone LandrumGreenville, ScSep 19, 2025Sep 10, 2025
Michael Steven LeeGreenville, ScSep 19, 2025Sep 10, 2025
Nicholas Sangster RayGreenville, ScSep 19, 2025Sep 10, 2025
Steve Nadeem ArmalyGreenville, ScSep 19, 2025Sep 10, 2025
The rule
Registrations ended
Sep 17, 2025 to Sep 19, 2025
Registered next
Sep 10, 2025 to Sep 30, 2025
Branch state
SC
Cities
1, most in Greenville, Sc
Registered there that day
9,078 (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 L•• F•••••••• L••