DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P•••••• A•••••• G••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Thomas BarnetteReston, VaJan 31, 2020Jan 29, 2020
Jennifer Eva DonnellyReston, VaJan 31, 2020Jan 29, 2020
Joan Marie ConfoyReston, VaJan 31, 2020Jan 29, 2020
Joseph Schaffer PabisReston, VaJan 31, 2020Jan 29, 2020
Katrina Leigh FreedmanReston, VaJan 31, 2020Jan 29, 2020
Lone Maria BjorkReston, VaJan 31, 2020Jan 29, 2020
Timothy David RichardsonReston, VaJan 31, 2020Jan 29, 2020
The rule
Registrations ended
Jan 31, 2020
Registered next
Jan 29, 2020
Branch state
VA
Cities
1, most in Reston, Va
Registered there that day
4,341 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into P•••••• A•••••• G••••• L••