DFX Intelligence
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Team lift-out
7 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Crystal Gormus Martin | Charlottesville, Va | Mar 10, 2026 | Mar 6, 2026 |
| Heather Nadeau | Charlottesville, Va | Mar 10, 2026 | Mar 10, 2026 |
| John Riley Smith | Charlottesville, Va | Mar 10, 2026 | Mar 6, 2026 |
| Jonathan Nathaniel Chasen | Charlottesville, Va | Mar 10, 2026 | Mar 6, 2026 |
| Michelle Kelsay Bishop | Staunton, Va | Mar 10, 2026 | Mar 6, 2026 |
| Noah Chapman Elias | Culpeper, Va | Mar 10, 2026 | Mar 6, 2026 |
| Patrick Nicolaus Carroll | Charlottesville, Va | Mar 10, 2026 | Mar 6, 2026 |
The rule
- Registrations ended
- Mar 10, 2026
- Registered next
- Mar 6, 2026 to Mar 10, 2026
- Branch state
- VA
- Cities
- 3, most in Charlottesville, Va
- Registered there that day
- 14,198 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape