DFX Intelligence
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Team lift-out
2 advisors left P••••• L•••• • F••• A•••• M••••••••• I••• for D••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Francis Anthony Pineno | Richmond, Va | Feb 16, 2022 | Feb 15, 2022 |
| Jeffrey David Levin | Richmond, Va | Feb 24, 2022 | Feb 15, 2022 |
The rule
- Registrations ended
- Feb 16, 2022 to Feb 24, 2022
- Registered next
- Feb 15, 2022
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape