DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Chester Bradley HolsingerLuray, VaJun 21, 2018Jun 19, 2018
John Rodney JohnsonLuray, VaJul 2, 2018Jun 29, 2018
Starr Robinson JohnsonLuray, VaJul 2, 2018Jun 29, 2018
The rule
Registrations ended
Jun 21, 2018 to Jul 2, 2018
Registered next
Jun 19, 2018 to Jun 29, 2018
Branch state
VA
Cities
1, most in Luray, Va
Registered there that day
1,394 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into L•• F•••••••• L••