DFX Intelligence
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Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• for H•••••• T••••••• • K•••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth O'Reilly Pate | Fredericksburg, Va | Nov 11, 2024 | Nov 7, 2024 |
| Thomas James Colson | Stafford, Va | Nov 11, 2024 | Nov 7, 2024 |
The rule
- Registrations ended
- Nov 11, 2024
- Registered next
- Nov 7, 2024
- Branch state
- VA
- Cities
- 1, most in Fredericksburg, Va
- Registered there that day
- 4,377 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Nov 18, 2024), not necessarily this firm