DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for C••••••• • C••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Alexander Moir | Mclean, Va | Aug 30, 2024 | Jul 2, 2024 |
| Karen Nicole Blair | Mclean, Va | Sep 5, 2024 | Jul 5, 2023 |
The rule
- Registrations ended
- Aug 30, 2024 to Sep 5, 2024
- Registered next
- Jul 5, 2023 to Jul 2, 2024
- Branch state
- VA
- Cities
- 1, most in Mclean, Va
- Registered there that day
- 6,425 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape