DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dawn Michele Wehrhan | Norfolk, Va | May 15, 2024 | May 10, 2024 |
| Roy Butler Martin | Norfolk, Va | May 15, 2024 | May 10, 2024 |
| Sarah Ann Navarre | Norfolk, Va | May 20, 2024 | May 10, 2024 |
| Christian Todd Compton | Richmond, Va | May 29, 2024 | May 24, 2024 |
| Thomas Cushman Teagle | Richmond, Va | May 29, 2024 | May 24, 2024 |
| Catherine Hughes Taylor | Richmond, Va | May 30, 2024 | May 24, 2024 |
The rule
- Registrations ended
- May 15, 2024 to May 30, 2024
- Registered next
- May 10, 2024 to May 24, 2024
- Branch state
- VA
- Cities
- 2, most in Norfolk, Va
- Registered there that day
- 13,627 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape