DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left E•••••••• M••• A•••• M••••••••• L•• for A• W••••• M••••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Arthur Andrew IsbergDanville, CaMay 15, 2025May 14, 2025
Benjamin Ward HulburtDanville, CaMay 15, 2025May 14, 2025
Cameron Christian ClayDanville, CaMay 15, 2025May 14, 2025
Daniel James DietrichDanville, CaMay 15, 2025May 14, 2025
Debra Diane StarkeyDanville, CaMay 15, 2025May 14, 2025
Jamie Lee RothDanville, CaMay 15, 2025May 14, 2025
The rule
Registrations ended
May 15, 2025
Registered next
May 14, 2025
Branch state
CA
Cities
1, most in Danville, Ca
Registered there that day
74 (people still on IAPD; an estimate)
Share of that headcount
4.1%
Succession by the destination
none on the tape
Other teams out of E•••••••• M••• A•••• M••••••••• L••Other teams into A• W••••• M••••••••• L••