DFX Intelligence
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Team lift-out
4 advisors left A•••• F•••••••• A••••••• S•••••••• I••• for A••••••••• F•••••••• G••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Assaf Meir Pinchas | Reston, Va | Oct 7, 2021 | Sep 3, 2021 |
| Charles Richard Cooke | Reston, Va | Oct 7, 2021 | Sep 3, 2021 |
| Haley Lynn Ellis | Reston, Va | Oct 7, 2021 | Sep 3, 2021 |
| Shawn Michael Williamson | Reston, Va | Oct 7, 2021 | Sep 3, 2021 |
The rule
- Registrations ended
- Oct 7, 2021
- Registered next
- Sep 3, 2021
- Branch state
- VA
- Cities
- 1, most in Reston, Va
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape