DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for X•• F•••••••• G••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Victor Villafranca | Bethesda, Md | Aug 31, 2021 | Sep 1, 2021 |
| Meredith Wade | Bethesda, Md | Aug 31, 2021 | Sep 1, 2021 |
| David Andrew Clark | Bethesda, Md | Sep 7, 2021 | Sep 1, 2021 |
| Jordan Ross Vanoort | Bethesda, Md | Sep 7, 2021 | Sep 1, 2021 |
| Stephen Adam Clagett | Bethesda, Md | Sep 7, 2021 | Sep 1, 2021 |
The rule
- Registrations ended
- Aug 31, 2021 to Sep 7, 2021
- Registered next
- Sep 1, 2021
- Branch state
- MD
- Cities
- 1, most in Bethesda, Md
- Registered there that day
- 1,579 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape