DFX Intelligence
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Team lift-out
2 advisors left H••••••• F•••••••• for F••••• • P••• W••••• M••••••••• I•••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 15, 2018 to Aug 23, 2018
- Registered next
- Aug 23, 2018
- Branch state
- GA
- Cities
- 1, most in Kennesaw, Ga
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape