DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left E•••••• F•••••••• E•••••• for R••••• W• B•••• • C•• I•••••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dustin H DodgeMidlothian, VaNov 1, 2024Oct 3, 2024
Matthew Lawrence PreddyHenrico, VaNov 1, 2024Oct 3, 2024
Robert Scott BowmanHenrico, VaNov 1, 2024Oct 3, 2024
Kaitlyn PowellAshburn, VaNov 8, 2024Oct 10, 2024
Robert Michael SargentAshburn, VaNov 8, 2024Oct 10, 2024
The rule
Registrations ended
Nov 1, 2024 to Nov 8, 2024
Registered next
Oct 3, 2024 to Oct 10, 2024
Branch state
VA
Cities
3, most in Henrico, Va
Registered there that day
579 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape
Other teams out of E•••••• F•••••••• E••••••Other teams into R••••• W• B•••• • C•• I•••••••••