DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• A••••••• for F••••••• F•••••••• S••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Curtis Alden | Winchester, Va | Sep 10, 2025 | Aug 15, 2025 |
| Emily Elizabeth Parent | Winchester, Va | Sep 10, 2025 | Aug 15, 2025 |
The rule
- Registrations ended
- Sep 10, 2025
- Registered next
- Aug 15, 2025
- Branch state
- VA
- Cities
- 1, most in Winchester, Va
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 5.9%
- Succession by the destination
- none on the tape