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
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerald Lee Lyon | Alexandria, Va | Mar 2, 2020 | Feb 28, 2020 |
| Jeffrey Alan Nau | Leesburg, Va | Mar 2, 2020 | Feb 28, 2020 |
| Neil Jude Goetzman | Alexandria, Va | Mar 2, 2020 | Feb 28, 2020 |
The rule
- Registrations ended
- Mar 2, 2020
- Registered next
- Feb 28, 2020
- Branch state
- VA
- Cities
- 2, most in Alexandria, Va
- Registered there that day
- 21,703 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape