DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Weiss | Mclean, Va | Mar 19, 2025 | Mar 14, 2025 |
| Mandana Sedigh | Mclean, Va | Mar 19, 2025 | Mar 20, 2025 |
| Scott M Ward | Mclean, Va | Mar 19, 2025 | Mar 14, 2025 |
The rule
- Registrations ended
- Mar 19, 2025
- Registered next
- Mar 14, 2025 to Mar 20, 2025
- Branch state
- VA
- Cities
- 1, most in Mclean, Va
- Registered there that day
- 13,742 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape