DFX Intelligence
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Team lift-out
2 advisors left O••••••• I••••••••• W••••• M••••••••• L•• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Royce Berges | Mclean, Va | Jan 2, 2020 | Jan 8, 2020 |
| Weston Dyer Burnett | Mclean, Va | Jan 2, 2020 | Jan 13, 2020 |
The rule
- Registrations ended
- Jan 2, 2020
- Registered next
- Jan 8, 2020 to Jan 13, 2020
- Branch state
- VA
- Cities
- 1, most in Mclean, Va
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Feb 10, 2020), not necessarily this firm