DFX Intelligence
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Team lift-out
3 advisors left K••••• A••••••• S•••••••• L•• for R•• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caleb Wayne Vaughan | Glen Allen, Va | May 9, 2022 | May 6, 2022 |
| David Andrew Koren | Glen Allen, Va | May 9, 2022 | May 6, 2022 |
| Michael Patrick Smith | Glen Allen, Va | May 9, 2022 | May 6, 2022 |
The rule
- Registrations ended
- May 9, 2022
- Registered next
- May 6, 2022
- Branch state
- VA
- Cities
- 1, most in Glen Allen, Va
- Registered there that day
- 1,085 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape