DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left H••••••• W••••• M••••••••• G••••• L•• for B•••• A•••• C•••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Rhett Garner | Norfolk, Va | Nov 26, 2023 | Feb 7, 2024 |
| Patrick Michael Rogan | Norfolk, Va | Nov 26, 2023 | Mar 8, 2024 |
The rule
- Registrations ended
- Nov 26, 2023
- Registered next
- Feb 7, 2024 to Mar 8, 2024
- Branch state
- VA
- Cities
- 1, most in Norfolk, Va
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape