DFX Intelligence
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Team lift-out
2 advisors left B••••••• F•••••••• C•••••• M••••••••• L•• for G•••• V••••• A•••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kristen Lyn Money | Reston, Va | Mar 21, 2023 | Mar 17, 2023 |
| Michael R. Danjczek | Reston, Va | Mar 21, 2023 | Mar 20, 2023 |
The rule
- Registrations ended
- Mar 21, 2023
- Registered next
- Mar 17, 2023 to Mar 20, 2023
- Branch state
- VA
- Cities
- 1, most in Reston, Va
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape