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 W•••• F•••• A••••••• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alice Martin Winters | Richmond, Va | Feb 12, 2021 | Feb 5, 2021 |
| Edward Peter Grosso | Chester, Va | Feb 12, 2021 | Feb 5, 2021 |
| Ronald Bruce Webster | Midlothian, Va | Feb 12, 2021 | Feb 5, 2021 |
The rule
- Registrations ended
- Feb 12, 2021
- Registered next
- Feb 5, 2021
- Branch state
- VA
- Cities
- 3, most in Midlothian, Va
- Registered there that day
- 14,349 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape