DFX Intelligence

RIA Intelligence

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Firm absorbed

9 advisors left N•• C•••••• F•••••••• G••••• L•• for O•••• W•••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Joseph CaltabilotaMatawan, NjDec 31, 2025Jun 2, 2025
Dirk AlexanderPrinceton, NjDec 31, 2025Nov 16, 2015
Erik Paul GarciaPrinceton, NjDec 31, 2025Apr 14, 2025
Joshua William LevitusPrinceton, NjDec 31, 2025Sep 30, 2024
Richard Kyle OringPrinceton, NjDec 31, 2025Jul 30, 2018
Samuel Stuart PasqualePrinceton, NjDec 31, 2025Nov 5, 2025
Vincent J NottePrinceton, NjDec 31, 2025May 29, 2025
Walter John PodgurskiPrinceton, NjDec 31, 2025Sep 26, 2025
The rule
Registrations ended
Dec 31, 2025
Registered next
Nov 16, 2015 to Nov 5, 2025
Branch state
NJ
Cities
2, most in Princeton, Nj
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
82%
Succession by the destination
none on the tape
Other teams out of N•• C•••••• F•••••••• G••••• L••Other teams into O•••• W•••••• I•••