DFX Intelligence
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Team lift-out
2 advisors left N•••••••• F•••••••• A••••••• L•• for R•• C•••••• M••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James T. Christy | Herndon, Va | Oct 7, 2025 | Oct 2, 2025 |
| Jennifer Bottomley | Herndon, Va | Oct 7, 2025 | Oct 3, 2025 |
The rule
- Registrations ended
- Oct 7, 2025
- Registered next
- Oct 2, 2025 to Oct 3, 2025
- Branch state
- VA
- Cities
- 1, most in Herndon, Va
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape