DFX Intelligence
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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 |
|---|---|---|---|
| Connor Berkery | Arlington, Va | Aug 14, 2023 | Sep 8, 2023 |
| James M Croft | Arlington, Va | Aug 14, 2023 | Sep 8, 2023 |
The rule
- Registrations ended
- Aug 14, 2023 to Aug 21, 2023
- Registered next
- Sep 8, 2023
- Branch state
- VA
- Cities
- 1, most in Arlington, Va
- Registered there that day
- 581 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape