DFX 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
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donovan Adams | Sandy Springs, Ga | Jan 17, 2025 | Jan 6, 2025 |
| Peter Meeks | Sandy Springs, Ga | Jan 17, 2025 | Jan 6, 2025 |
The rule
- Registrations ended
- Jan 17, 2025
- Registered next
- Jan 6, 2025
- Branch state
- GA
- Cities
- 1, most in Sandy Springs, Ga
- Registered there that day
- 3,039 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape