DFX Intelligence
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Team lift-out
2 advisors left M••••••••• A••••••• S•••••••• I••• for H•• I••••••••• P•••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Roy Jordan Smith | Glen Allen, Va | Feb 28, 2025 | Feb 26, 2024 |
| Steven Andrew Cooper | Glen Allen, Va | Feb 28, 2025 | Jan 9, 2025 |
The rule
- Registrations ended
- Feb 28, 2025
- Registered next
- Feb 26, 2024 to Jan 9, 2025
- Branch state
- VA
- Cities
- 1, most in Glen Allen, Va
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape