DFX Intelligence
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Team lift-out
2 advisors left B••• S••••••••• L•• for S•••••• S••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 17, 2021 to Mar 2, 2021
- Registered next
- Nov 20, 2024 to Dec 11, 2025
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 895 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape