DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Edward Giordano | Richmond, Va | Jul 17, 2023 | Nov 9, 2023 |
| Warren Terry | Richmond, Va | Jul 25, 2023 | Sep 19, 2023 |
The rule
- Registrations ended
- Jul 17, 2023 to Jul 25, 2023
- Registered next
- Sep 19, 2023 to Nov 9, 2023
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 13,666 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape