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
2 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ann E Senger | Leesburg, Va | Nov 13, 2024 | Nov 8, 2024 |
| Jeffrey Lee Upchurch | Mclean, Va | Nov 13, 2024 | Nov 8, 2024 |
The rule
- Registrations ended
- Nov 13, 2024
- Registered next
- Nov 8, 2024
- Branch state
- VA
- Cities
- 2, most in Mclean, Va
- Registered there that day
- 13,592 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape