DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

6 advisors left F•••••••• S••••••• A••••••• I•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alison Blackburn RodriguezVirginia Beach, VaAug 31, 2026Sep 1, 2026
April Dawn Waff-ManoVirginia Beach, VaAug 31, 2026Sep 1, 2026
Debra Dedman ClendeninVirginia Beach, VaAug 31, 2026Sep 1, 2026
Gayle Elizabeth BlachuraVa Beach, VaAug 31, 2026Sep 1, 2026
Jessica Blackburn WymanVirginia Beach, VaAug 31, 2026Sep 1, 2026
Sae Chin KimVa Beach, VaAug 31, 2026Sep 1, 2026
The rule
Registrations ended
Aug 31, 2026
Registered next
Sep 1, 2026
Branch state
VA
Cities
2, most in Virginia Beach, Va
Registered there that day
35 (people still on IAPD; an estimate)
Share of that headcount
17%
Succession by the destination
none on the tape
Other teams out of F•••••••• S••••••• A••••••• I••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••