DFX Intelligence
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Team lift-out
4 advisors left C•••••• O•• I••••••••• I••• for C••••••• P••••••• I••••••••• A•••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Robert Seeman | Mclean, Va | Apr 14, 2022 | Apr 15, 2022 |
| Marie Norkett | Mclean, Va | Apr 14, 2022 | Apr 19, 2022 |
| Stephen Adam Mazer | Mclean, Va | Apr 14, 2022 | Apr 15, 2022 |
The rule
- Registrations ended
- Apr 14, 2022
- Registered next
- Apr 15, 2022 to Apr 19, 2022
- Branch state
- VA
- Cities
- 1, most in Mclean, Va
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape