DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left K•••••• O• C••••••• A•••• A••••••• L•• for E•• F•••••••• A•••••••
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Raymond Evans | Cross Junction, Va | Jul 18, 2024 | Aug 21, 2024 |
| Benjamin John Perez | Richmond, Va | Jul 22, 2024 | Aug 21, 2024 |
| Nicholas William Abbate | Richmond, Va | Jul 22, 2024 | Aug 20, 2024 |
The rule
- Registrations ended
- Jul 18, 2024 to Jul 22, 2024
- Registered next
- Aug 20, 2024 to Aug 21, 2024
- Branch state
- VA
- Cities
- 2, most in Richmond, Va
- Registered there that day
- 185 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape