DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Annalisa Rada-McgeeCarpinteria, CaAug 26, 2025Aug 15, 2025
Brian Joshua BerrySanta Barbara, CaAug 26, 2025Aug 15, 2025
Andrew Rathbun WilsonSanta Barbara, CaAug 27, 2025Aug 15, 2025
The rule
Registrations ended
Aug 26, 2025 to Aug 27, 2025
Registered next
Aug 15, 2025
Branch state
CA
Cities
2, most in Santa Barbara, Ca
Registered there that day
9,089 (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 R•••••• J•••• • A••••••••• I•••