DFX Intelligence
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Team lift-out
4 advisors left N•••••••• F•••••••• A••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Glen Matthew Cesari | Herndon, Va | May 9, 2025 | May 1, 2025 |
| Julie Anne Gleason | Herndon, Va | May 13, 2025 | May 1, 2025 |
| Brian Lee Cooper | Herndon, Va | May 14, 2025 | Aug 5, 2025 |
| Garrett Timothy Boyd | Herndon, Va | May 14, 2025 | May 1, 2025 |
The rule
- Registrations ended
- May 9, 2025 to May 14, 2025
- Registered next
- May 1, 2025 to Aug 5, 2025
- Branch state
- VA
- Cities
- 1, most in Herndon, Va
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape