DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••••• C••••• W••••• S•••••••• I••• for F••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Mitchell HeadleyWheeling, WvNov 21, 2025Oct 23, 2025
Dino Andre GiovannoneWheeling, WvNov 21, 2025Oct 23, 2025
Joel A EstesWheeling, WvNov 21, 2025Oct 28, 2025
Nicole Marie DrayWheeling, WvNov 21, 2025Jul 17, 2026
The rule
Registrations ended
Nov 21, 2025
Registered next
Oct 23, 2025 to Jul 17, 2026
Branch state
WV
Cities
1, most in Wheeling, Wv
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape
Other teams out of M••••••• C••••• W••••• S•••••••• I•••Other teams into F••••••