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
Jason Martin SchlesingerMill Valley, CaSep 11, 2026Sep 3, 2026
Jason Stephen CheuMill Valley, CaSep 11, 2026Sep 3, 2026
John Ramsdell LucasMill Valley, CaSep 11, 2026Sep 3, 2026
Stephanie Wai Yi WongSan Francisco, CaSep 15, 2026Sep 3, 2026
The rule
Registrations ended
Sep 11, 2026 to Sep 15, 2026
Registered next
Sep 3, 2026
Branch state
CA
Cities
2, most in Mill Valley, Ca
Registered there that day
9,336 (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•••