DFX Intelligence
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Team lift-out
2 advisors left S•••••• A•• L••••• for F••••••• G•••• W••••• P•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine Michaux Chewning Atwood | Richmond, Va | Jun 25, 2024 | May 24, 2024 |
| Jeremiah Robert Winters | Richmond, Va | Jun 25, 2024 | May 24, 2024 |
The rule
- Registrations ended
- Jun 25, 2024
- Registered next
- May 24, 2024
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape