DFX Intelligence
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Team lift-out
2 advisors left T•• A••••• G••••• L•• for A••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad David Moseley | Virginia Beach, Va | May 15, 2023 | Mar 31, 2023 |
| Jeffrey Dean Allen | Virginia Beach, Va | May 15, 2023 | Mar 31, 2023 |
| John Alan Pelham | Virginia Beach, Va | May 15, 2023 | Mar 31, 2023 |
| Joseph Salvatore Pantozzi | Virginia Beach, Va | May 15, 2023 | Nov 1, 2021 |
| Justin Randall Craft | Virginia Beach, Va | May 15, 2023 | Feb 24, 2023 |
The rule
- Registrations ended
- May 15, 2023
- Registered next
- Feb 24, 2023 to May 4, 2023
- Branch state
- VA
- Cities
- 1, most in Virginia Beach, Va
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape