DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Danielle Edwards | Arlington, Va | Oct 11, 2022 | Dec 7, 2022 |
| Matthew Brian Ellis | Arlington, Va | Oct 25, 2022 | Apr 6, 2023 |
| Patrick Patterson | Arlington, Va | Oct 25, 2022 | Jan 11, 2023 |
The rule
- Registrations ended
- Oct 11, 2022 to Oct 25, 2022
- Registered next
- Dec 7, 2022 to Jan 11, 2023
- Branch state
- VA
- Cities
- 1, most in Arlington, Va
- Registered there that day
- 665 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape