DFX Intelligence
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Team lift-out
2 advisors left I••••••••• M••••••••• O• V•••••••• L•• for D•••••• A•••••••• L••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Jennings Mcvey | Richmond, Va | Dec 11, 2023 | Mar 23, 2007 |
| John Holmes Bocock | Charlottesville, Va | Dec 11, 2023 | Mar 23, 2007 |
The rule
- Registrations ended
- Dec 11, 2023
- Registered next
- Mar 23, 2007
- Branch state
- VA
- Cities
- 2, most in Richmond, Va
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape