DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••••••• S•••••••• I••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Spencer Owen | Midlothian, Va | Jun 5, 2023 | Jun 5, 2023 |
| John Francis Amendola | Midlothian, Va | Jun 5, 2023 | Jun 5, 2023 |
The rule
- Registrations ended
- Jun 5, 2023
- Registered next
- Jun 5, 2023
- Branch state
- VA
- Cities
- 1, most in Midlothian, Va
- Registered there that day
- 891 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape