DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left T••••• A••••••• S•••••••• I••• for R•• C•••••• M••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Simon BrownReston, VaJun 20, 2024Jun 18, 2024
Carly KacvinskyMclean, VaJun 20, 2024Jun 20, 2024
Jonathan Lane ThomasMclean, VaJun 20, 2024Jun 21, 2024
Victoria Suzanne RobertsMclean, VaJun 20, 2024Jun 20, 2024
William Franklin BrinkleyMclean, VaJun 20, 2024Jun 18, 2024
William Taylor BrinkleyReston, VaJun 20, 2024Jun 18, 2024
The rule
Registrations ended
Jun 20, 2024
Registered next
Jun 18, 2024 to Jun 21, 2024
Branch state
VA
Cities
2, most in Mclean, Va
Registered there that day
1,820 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into R•• C•••••• M••••••• L••