DFX Intelligence
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Team lift-out
3 advisors left T••••• A••••••• S•••••••• I••• for D••• D••••••• • C••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandan Elizabeth Williams | Richmond, Va | Apr 16, 2025 | Apr 16, 2025 |
| Joseph Lynch Farmer | Richmond, Va | Apr 16, 2025 | Apr 17, 2025 |
| Welford Stuart Farmer | Richmond, Va | Apr 16, 2025 | Apr 16, 2025 |
The rule
- Registrations ended
- Apr 16, 2025
- Registered next
- Apr 16, 2025 to Apr 17, 2025
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 1,857 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape