DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael James RozovicsSan Diego, CaJun 5, 2023May 31, 2023
Robert Lee OrtbalsSan Diego, CaJun 5, 2023May 31, 2023
Damon Eugene DelilloSan Diego, CaJun 7, 2023May 31, 2023
Denise Marie RuizSan Diego, CaJun 9, 2023May 31, 2023
Dominic Lawrence RepettiSan Diego, CaJun 9, 2023May 31, 2023
The rule
Registrations ended
Jun 5, 2023 to Jun 9, 2023
Registered next
May 31, 2023
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
5,420 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into C••••••••• I••••••••• A•••••••• L••