DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Dunbar | Reston, Va | May 25, 2022 | May 19, 2022 |
| Paul John Aubin | Reston, Va | May 25, 2022 | May 18, 2022 |
The rule
- Registrations ended
- May 25, 2022
- Registered next
- May 18, 2022 to May 19, 2022
- Branch state
- VA
- Cities
- 1, most in Reston, Va
- Registered there that day
- 1,716 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape