DFX Intelligence
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Team lift-out
2 advisors left C•••••• F•••••••• for O••••••••• • C•• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Audre Suzanne Robertson | Virginia Beach, Va | Jan 8, 2024 | Jan 9, 2024 |
| Matthew Benjamin Jaskolka | Virginia Beach, Va | Jan 8, 2024 | Jan 10, 2024 |
The rule
- Registrations ended
- Jan 8, 2024
- Registered next
- Jan 9, 2024 to Jan 10, 2024
- Branch state
- VA
- Cities
- 1, most in Virginia Beach, Va
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape