DFX Intelligence
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Team lift-out
3 advisors left M•••••• W••••• M••••••••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heather Mcmichael Molloy | Leesburg, Va | Jan 29, 2024 | Feb 12, 2024 |
| James Robert Mcdermott | Leesburg, Va | Jan 29, 2024 | Jan 26, 2024 |
| Jeanne-Marie Sands | Leesburg, Va | Jan 29, 2024 | Feb 19, 2024 |
The rule
- Registrations ended
- Jan 29, 2024
- Registered next
- Jan 26, 2024 to Feb 19, 2024
- Branch state
- VA
- Cities
- 1, most in Leesburg, Va
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape