DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela Yvonne DennaNapa, CaOct 23, 2025Aug 28, 2025
Grant Clinton SmithNapa, CaOct 23, 2025Aug 28, 2025
James Walter DimarcoNapa, CaOct 23, 2025Aug 29, 2025
John Joseph CordeiroNapa, CaOct 23, 2025Aug 28, 2025
Lynn Marie WidmannRedondo Beach, CaOct 23, 2025Aug 28, 2025
Michael Eugene GeitnerNapa, CaOct 23, 2025Aug 28, 2025
The rule
Registrations ended
Oct 23, 2025
Registered next
Aug 28, 2025 to Aug 29, 2025
Branch state
CA
Cities
2, most in Napa, Ca
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape
Other teams out of F•••••••• A•••••••• I••••••••• M•••••••••Other teams into L•• F•••••••• L••