DFX Intelligence
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Team lift-out
2 advisors left C••••••• R•••• W••••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rebecca Adams Hollis | Midlothian, Va | Jul 7, 2023 | Jul 31, 2023 |
| Richard Durant Adams | Midlothian, Va | Jul 7, 2023 | Aug 7, 2023 |
The rule
- Registrations ended
- Jul 7, 2023
- Registered next
- Jul 31, 2023 to Aug 7, 2023
- Branch state
- VA
- Cities
- 1, most in Midlothian, Va
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape