DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Upshur Nottingham | Norfolk, Va | May 7, 2020 | May 7, 2020 |
| Michelle Scott Huffman | Norfolk, Va | May 7, 2020 | May 7, 2020 |
| Susan Bell Nottingham | Norfolk, Va | May 7, 2020 | May 7, 2020 |
| Thomas Paul Leeman | Norfolk, Va | May 7, 2020 | May 6, 2020 |
The rule
- Registrations ended
- May 7, 2020
- Registered next
- May 6, 2020 to May 7, 2020
- Branch state
- VA
- Cities
- 1, most in Norfolk, Va
- Registered there that day
- 14,362 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape