DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for S•••••• W••••• A••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jan Eric Kowal | Fairfax, Va | Aug 27, 2021 | Jul 30, 2021 |
| Jason Kowal | Fairfax, Va | Aug 27, 2021 | Jul 30, 2021 |
The rule
- Registrations ended
- Aug 27, 2021
- Registered next
- Jul 30, 2021
- Branch state
- VA
- Cities
- 1, most in Fairfax, Va
- Registered there that day
- 480 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape