DFX Intelligence

RIA Intelligence

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Team lift-out

14 advisors left E•••••••• A•••••••• L•• for S••••••••• F•••••••• G••••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Blair Lawton MartinSan Rafael, CaMar 3, 2026Mar 2, 2026
Kyle Bryan DanielsSan Rafael, CaMar 3, 2026Mar 2, 2026
Nicholas ImbimboSan Rafael, CaMar 3, 2026Mar 2, 2026
Charlotte Ann SloanRoseville, CaMar 4, 2026Mar 3, 2026
Christopher WorthingtonSan Francisco, CaMar 4, 2026Mar 2, 2026
James Rodney WhiteMountain View, CaMar 4, 2026Mar 2, 2026
Kyle SingletonSan Rafael, CaMar 4, 2026Mar 2, 2026
Michael GarriganSan Rafael, CaMar 4, 2026Mar 2, 2026
Michael Joseph WorthingtonSan Rafael, CaMar 4, 2026Mar 2, 2026
Mitchell Louis BortolottoSan Rafael, CaMar 4, 2026Mar 2, 2026
Nico Taylor RussoSan Rafael, CaMar 4, 2026Mar 2, 2026
Roberta Lynn BechtelSan Rafael, CaMar 4, 2026Mar 3, 2026
Julian GoodmanSan Francisco, CaMar 5, 2026Mar 4, 2026
Marcus NilssonSan Rafael, CaMar 5, 2026Mar 4, 2026
The rule
Registrations ended
Mar 3, 2026 to Mar 5, 2026
Registered next
Mar 2, 2026 to Mar 4, 2026
Branch state
CA
Cities
4, most in San Rafael, Ca
Registered there that day
4,366 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of E•••••••• A•••••••• L••Other teams into S••••••••• F•••••••• G••••