DFX Intelligence
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Team lift-out
2 advisors left A•••• F•••••••• A••••••• S•••••••• I••• for C••••••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Kenneth Smith | Reston, Va | Dec 21, 2023 | Dec 4, 2023 |
| Matthew Patrick Brennan | Reston, Va | Dec 21, 2023 | Dec 4, 2023 |
The rule
- Registrations ended
- Dec 21, 2023
- Registered next
- Dec 4, 2023
- Branch state
- VA
- Cities
- 1, most in Reston, Va
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape