DFX Intelligence
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Team lift-out
2 advisors left C•• A•••••••• L•• for B•••••• H••••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jan 2, 2026
- Branch state
- VA
- Cities
- 1, most in Virginia Beach, Va
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape