DFX Intelligence
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Team lift-out
2 advisors left Y••• A•••••••• L•• for M••••••••• A•••••••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elise Jordan Hoffmann | Washington, Dc | Dec 31, 2018 | Sep 17, 2009 |
| Melissa Vinick | Washington, Dc | Dec 31, 2018 | Sep 17, 2009 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Sep 17, 2009
- Branch state
- DC
- Cities
- 1, most in Washington, Dc
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape