DFX Intelligence
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Team lift-out
2 advisors left M•••• C•••••• P•••••••• L•• for B•••••••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marvin Brent Morse | Richmond, Va | Nov 10, 2025 | Jun 16, 2026 |
| Robert Mallory Freeman | Richmond, Va | Nov 10, 2025 | Oct 1, 2025 |
The rule
- Registrations ended
- Nov 10, 2025
- Registered next
- Oct 1, 2025 to Jun 16, 2026
- Branch state
- VA
- Cities
- 1, most in Richmond, 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