DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for H•••••••• F•••••••• G•••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 26, 2025
- Registered next
- Nov 26, 2024
- Branch state
- VA
- Cities
- 1, most in Virginia Beach, Va
- Registered there that day
- 18,665 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape