DFX Intelligence
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Team lift-out
8 advisors left M••••••••• S••••••••• I••• for L•••• F••• A••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cathy Lynn Poe | Culpeper, Va | Oct 31, 2022 | Aug 17, 2022 |
| Charles Evant Hunter | Roanoke, Va | Oct 31, 2022 | Aug 17, 2022 |
| Glenn Frederick Verity | Williamsburg, Va | Oct 31, 2022 | Aug 17, 2022 |
| John Bradford Miller | Charlottesville, Va | Oct 31, 2022 | Oct 14, 2022 |
| John Dominic Zaleski | Culpeper, Va | Oct 31, 2022 | Oct 14, 2022 |
| Richard Todd Harrington | Culpeper, Va | Oct 31, 2022 | Aug 10, 2022 |
| Robert Donald Fraim | Roanoke, Va | Oct 31, 2022 | Aug 2, 2022 |
| Wendy Sue Pauley | Roanoke, Va | Oct 31, 2022 | Aug 17, 2022 |
The rule
- Registrations ended
- Oct 31, 2022
- Registered next
- Aug 2, 2022 to Oct 14, 2022
- Branch state
- VA
- Cities
- 4, most in Roanoke, Va
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 44%
- Succession by the destination
- none on the tape