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 W••••••• S•••••••• A••••••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Pierre Plaisance | Asheville, Nc | Jan 16, 2026 | Jan 20, 2026 |
| Joe Edgar Young | Asheville, Nc | Jan 16, 2026 | Jan 20, 2026 |
The rule
- Registrations ended
- Jan 16, 2026
- Registered next
- Jan 20, 2026
- Branch state
- NC
- Cities
- 1, most in Asheville, Nc
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape