DFX Intelligence

RIA 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

4 advisors left C••••••••• F•••••••• N•••••• for E••••••••• W••••• A•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christian Robert PolitoFairfax, VaMar 8, 2024Mar 8, 2024
David William YoungFairfax, VaMar 8, 2024Mar 8, 2024
Kelly Leann Conner HaslbeckFairfax, VaMar 11, 2024Mar 8, 2024
Nicholas HartFairfax, VaMar 11, 2024Mar 8, 2024
The rule
Registrations ended
Mar 8, 2024 to Mar 11, 2024
Registered next
Mar 8, 2024
Branch state
VA
Cities
1, most in Fairfax, Va
Registered there that day
3,174 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into E••••••••• W••••• A•••••••• L••