DFX Intelligence
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Team lift-out
2 advisors left C•••••• W••••• P••••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Billy James Gobble | Abingdon, Va | Jan 2, 2024 | Jan 2, 2024 |
| Emily N Lee | Abingdon, Va | Jan 2, 2024 | Jan 2, 2024 |
The rule
- Registrations ended
- Jan 2, 2024
- Registered next
- Jan 2, 2024
- Branch state
- VA
- Cities
- 1, most in Abingdon, Va
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape