DFX Intelligence
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Team lift-out
3 advisors left F••••• M••••• W••••• A•••••••• L•• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dorsey Webster Tyndall | Norfolk, Va | Jan 30, 2025 | Jan 29, 2025 |
| Jason Andrew Lunsford | Tysons, Va | Jan 30, 2025 | Feb 3, 2025 |
| John Davis Fleming | Richmond, Va | Jan 30, 2025 | Jan 29, 2025 |
The rule
- Registrations ended
- Jan 30, 2025
- Registered next
- Jan 29, 2025 to Feb 3, 2025
- Branch state
- VA
- Cities
- 3, most in Norfolk, Va
- Registered there that day
- 75 (people still on IAPD; an estimate)
- Share of that headcount
- 4.0%
- Succession by the destination
- none on the tape