DFX Intelligence
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Team lift-out
3 advisors left J••• A•••••••• I••• for S••••••• F•••••••• S•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Allen Belisle | Atlanta, Ga | Apr 30, 2020 | Aug 1, 2007 |
| Deshunnon Thomas | Atlanta, Ga | Apr 30, 2020 | Apr 16, 2018 |
| Tiffany Geyer Rosetti | Atlanta, Ga | Apr 30, 2020 | Aug 9, 2016 |
The rule
- Registrations ended
- Apr 30, 2020
- Registered next
- Aug 1, 2007 to Apr 16, 2018
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape