DFX Intelligence
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Team lift-out
2 advisors left I••••••• F•• for S•••••••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Coleman Williams Pollard | Glen Allen, Va | Feb 2, 2026 | Feb 2, 2026 |
| Michael S Ellis | Glen Allen, Va | Feb 2, 2026 | Feb 2, 2026 |
The rule
- Registrations ended
- Feb 2, 2026
- Registered next
- Feb 2, 2026
- Branch state
- VA
- Cities
- 1, most in Glen Allen, Va
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape