DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left L••• S••••• A•••••••• L•• for B•••••• W••••• M•••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Michael NevinSan Ramon, CaNov 3, 2025Feb 21, 2025
Nolan Mitchell ParkerSan Ramon, CaNov 3, 2025Feb 21, 2025
Samson Kam Long ChanSan Ramon, CaNov 3, 2025Feb 21, 2025
Scott Patrick KelleySan Ramon, CaNov 3, 2025Feb 21, 2025
The rule
Registrations ended
Nov 3, 2025
Registered next
Feb 21, 2025
Branch state
CA
Cities
1, most in San Ramon, Ca
Registered there that day
129 (people still on IAPD; an estimate)
Share of that headcount
3.1%
Succession by the destination
none on the tape
Other teams out of L••• S••••• A•••••••• L••Other teams into B•••••• W••••• M•••••••••