DFX Intelligence

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Team lift-out

9 advisors left U•• F•••••••• S••••••• I••• for L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alex PittzMerced, CaSep 12, 2025Sep 3, 2025
Andres CurielMerced, CaSep 12, 2025Sep 3, 2025
Brian James GudgelMerced, CaSep 12, 2025Sep 3, 2025
Clinton Wesley MooreMerced, CaSep 12, 2025Sep 3, 2025
Edward Frank MachaMerced, CaSep 12, 2025Sep 3, 2025
Ronald Bryan EwingMerced, CaSep 12, 2025Sep 3, 2025
Melissa Danielle FrazierMerced, CaSep 15, 2025Sep 3, 2025
Nicholas Timothy PistoresiMerced, CaSep 15, 2025Sep 3, 2025
Thomas Anthony OchineroMerced, CaSep 15, 2025Sep 3, 2025
The rule
Registrations ended
Sep 12, 2025 to Sep 15, 2025
Registered next
Sep 3, 2025
Branch state
CA
Cities
1, most in Merced, Ca
Registered there that day
9,086 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into L•• F•••••••• L••