DFX Intelligence
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Team lift-out
2 advisors left M••••• C•••••• M••••••••• L•• for S•••••• P••••••• I••••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Christopher Gregory | Virginia Beach, Va | Mar 25, 2024 | Mar 15, 2024 |
| Kirstin Lynn Hark | Virginia Beach, Va | Mar 25, 2024 | Apr 19, 2024 |
The rule
- Registrations ended
- Mar 25, 2024
- Registered next
- Mar 15, 2024 to Apr 19, 2024
- Branch state
- VA
- Cities
- 1, most in Virginia Beach, 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