DFX Intelligence
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Team lift-out
4 advisors left M••••• F••• W••••• M••••••••• L•• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Karisha Elizabeth Reel | Alexandria, Va | Apr 20, 2026 | Apr 1, 2026 |
| Megan Leslie Brinsfield | Alexandria, Va | Apr 20, 2026 | Apr 1, 2026 |
| Sean Fredrick Gates | Alexandria, Va | Apr 20, 2026 | Apr 1, 2026 |
The rule
- Registrations ended
- Apr 20, 2026
- Registered next
- Apr 1, 2026
- Branch state
- VA
- Cities
- 1, most in Alexandria, Va
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape