DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for F••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Franklin Hart | Mount Solon, Va | Aug 4, 2025 | Aug 7, 2025 |
| Coleman A Zwanzig | Mount Solon, Va | Aug 5, 2025 | Aug 8, 2025 |
| Joseph Trent Byerly | Mount Solon, Va | Aug 5, 2025 | Aug 12, 2025 |
The rule
- Registrations ended
- Aug 4, 2025 to Aug 5, 2025
- Registered next
- Aug 7, 2025 to Aug 8, 2025
- Branch state
- VA
- Cities
- 1, most in Mount Solon, Va
- Registered there that day
- 3,456 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape