DFX Intelligence
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Team lift-out
2 advisors left K••••• A•••••••• L•• for C••••••••• F••••• I••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Gerald Mussatt | Richmond, Va | Feb 10, 2022 | Feb 3, 2022 |
| William Anderson Pusey | Richmond, Va | Feb 10, 2022 | Feb 3, 2022 |
The rule
- Registrations ended
- Feb 10, 2022
- Registered next
- Feb 3, 2022
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Jan 3, 2022), not necessarily this firm