DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left E••••••••• W••••• A•••••••• L•• for C•••••• W••••• M••••••••• P•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Christian Robert PolitoFairfax, VaMar 31, 2025Mar 31, 2025
David William YoungFairfax, VaMar 31, 2025Mar 31, 2025
Kelly Leann Conner HaslbeckFairfax, VaMar 31, 2025Mar 31, 2025
Nicholas HartFairfax, VaMar 31, 2025Mar 31, 2025
The rule
Registrations ended
Mar 31, 2025
Registered next
Mar 31, 2025
Branch state
VA
Cities
1, most in Fairfax, Va
Registered there that day
56 (people still on IAPD; an estimate)
Share of that headcount
7.1%
Succession by the destination
none on the tape
Other teams out of E••••••••• W••••• A•••••••• L••Other teams into C•••••• W••••• M••••••••• P•••••••