DFX Intelligence
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Firm absorbed
5 advisors left F•• F•••••••• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jon P Yankee | Mclean, Va | Jul 1, 2022 | Jun 14, 2022 |
| Katherine Moore | Reston, Va | Jul 1, 2022 | Jun 14, 2022 |
| Kelly Mcnerney | Reston, Va | Jul 1, 2022 | Jun 14, 2022 |
| Michael Alan Ness | Reston, Va | Jul 1, 2022 | Jun 14, 2022 |
| Onari Songo Tariah | Reston, Va | Jul 1, 2022 | Jun 14, 2022 |
| Suzanne Alexis Grason | Reston, Va | Jul 1, 2022 | Jun 14, 2022 |
The rule
- Registrations ended
- Jul 1, 2022
- Registered next
- Jun 14, 2022
- Branch state
- VA
- Cities
- 2, most in Reston, Va
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- none on the tape