DFX Intelligence

RIA Intelligence

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5 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••

Team lift-outjoined F••••••• P••••••• A•• W•••••••• A•••••••

No date on record · this record

No date on record · this record

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates

Members

Advisor	Branch	Left	Registered
Mckay Robbins	Arlington, Va	Aug 11, 2023	Jan 23, 2024
Connor Berkery	Arlington, Va	Aug 14, 2023	Sep 8, 2023
Mark Spencer Merkley	Arlington, Va	Aug 14, 2023	Dec 15, 2023
Matthew Eddington	Arlington, Va	Aug 15, 2023	Oct 5, 2023
Stephen Sliwa	Arlington, Va	Aug 21, 2023	Sep 8, 2023

The rule

Registrations ended: Aug 11, 2023 to Aug 21, 2023
Registered next: Sep 8, 2023 to Jan 23, 2024
Branch state: VA
Cities: 1, most in Arlington, Va
Registered there that day: 594 (people still on IAPD; an estimate)
Share of that headcount: 0.8%
Succession by the destination: none on the tape

Other teams out of E•••••• C•••••• M••••••••• L••Other teams into F••••••• P••••••• A•• W•••••••• A•••••••