DFX Intelligence
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Team lift-out
2 advisors left A• W••••• M••••••••• L•• for S••••• F•••••••• G•••••• I•••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas Utterback Grinnell | Afton, Va | Jun 17, 2021 | Jun 19, 2021 |
| David James Cunningham | Crozet, Va | Jun 18, 2021 | Jun 19, 2021 |
The rule
- Registrations ended
- Jun 17, 2021 to Jun 18, 2021
- Registered next
- Jun 19, 2021
- Branch state
- VA
- Cities
- 2, most in Afton, Va
- Registered there that day
- 372 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape