DFX Intelligence
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Team lift-out
2 advisors left D•••• W••••• M••••••••• L•• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cornelius James David | Fairfax, Va | Aug 26, 2025 | Aug 26, 2025 |
| James Donald David | Fairfax, Va | Aug 26, 2025 | Aug 26, 2025 |
The rule
- Registrations ended
- Aug 26, 2025
- Registered next
- Aug 26, 2025
- Branch state
- VA
- Cities
- 1, most in Fairfax, Va
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape