DFX Intelligence
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Team lift-out
2 advisors left L•••••• C•••••• A•••••••• I••• for C••••• C•••••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kendall Savage Borchardt | Atlanta, Ga | Dec 23, 2020 | Aug 21, 2020 |
| Patrick Allan Thomas | Atlanta, Ga | Dec 23, 2020 | Jan 19, 2021 |
The rule
- Registrations ended
- Dec 23, 2020
- Registered next
- Aug 21, 2020 to Jan 19, 2021
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape