DFX Intelligence
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Team lift-out
2 advisors left J•• W••••• M••••••••• L•• for J•• F••••• O•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brendan Michael Castleman | Arlington, Va | Jan 19, 2026 | Mar 8, 2023 |
| Fergus Hall | Arlington, Va | Jan 19, 2026 | Apr 2, 2025 |
The rule
- Registrations ended
- Jan 19, 2026
- Registered next
- Mar 8, 2023 to Apr 2, 2025
- Branch state
- VA
- Cities
- 1, most in Arlington, Va
- Registered there that day
- 36 (people still on IAPD; an estimate)
- Share of that headcount
- 5.6%
- Succession by the destination
- none on the tape