DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for C•••••• A•••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph C ParkMenlo Park, CaMay 10, 2023May 19, 2023
Darci M HawkinsMenlo Park, CaMay 17, 2023Apr 21, 2023
David Ralph AriziniMenlo Park, CaMay 17, 2023Apr 21, 2023
Dean JacksonMenlo Park, CaMay 17, 2023Dec 17, 2024
Deborah Jane CamilloMenlo Park, CaMay 17, 2023May 19, 2023
Jon Michael GoldsteinMenlo Park, CaMay 17, 2023Apr 24, 2023
Maria Nicole RogersMenlo Park, CaMay 17, 2023May 17, 2023
Michael Ames TexidoMenlo Park, CaMay 17, 2023Aug 4, 2025
Molly Kate Williams StelmarMenlo Park, CaMay 17, 2023Jun 2, 2023
Timothy Robert RossMenlo Park, CaMay 17, 2023Apr 21, 2023
Varun JainMenlo Park, CaMay 17, 2023Sep 20, 2024
The rule
Registrations ended
May 10, 2023 to May 17, 2023
Registered next
Apr 21, 2023 to Aug 4, 2025
Branch state
CA
Cities
1, most in Menlo Park, Ca
Registered there that day
646 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into C•••••• A•••• M••••••••• L••