DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for R••••••••• C•••••• M•••••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alicia Romania PowellWalnut Creek, CaApr 24, 2023Mar 27, 2023
Caleb PorterSan Francisco, CaApr 24, 2023Mar 27, 2023
James Barry MarchettiWalnut Creek, CaApr 24, 2023Mar 28, 2023
James Lawrence MarchettiSan Francisco, CaApr 24, 2023Mar 27, 2023
Stacy Lee SwainWalnut Creek, CaApr 24, 2023Mar 27, 2023
The rule
Registrations ended
Apr 24, 2023
Registered next
Mar 27, 2023 to Mar 28, 2023
Branch state
CA
Cities
2, most in Walnut Creek, Ca
Registered there that day
687 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into R••••••••• C•••••• M•••••••••