DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left W•••• F•••• A••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anna Demarcus | San Jose, Ca | Oct 1, 2025 | Oct 14, 2025 |
| Javier Moreno | Palm Desert, Ca | Oct 9, 2025 | Nov 4, 2025 |
| Christopher Petralli | Sacramento, Ca | Oct 15, 2025 | Oct 10, 2025 |
The rule
- Registrations ended
- Oct 1, 2025 to Oct 15, 2025
- Registered next
- Oct 10, 2025 to Nov 4, 2025
- Branch state
- CA
- Cities
- 3, most in San Jose, Ca
- Registered there that day
- 13,858 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape