DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left T••••••••• M••••••••• for C••••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Farel MerrillAtlanta, GaOct 8, 2020Oct 29, 2020
Ashley Renee BarbaAtlanta, GaOct 8, 2020Oct 29, 2020
Chelsea Marie NalleyAtlanta, GaOct 8, 2020Oct 29, 2020
Dylan Stone GreerAtlanta, GaOct 8, 2020Oct 16, 2020
James Wallace HeardAtlanta, GaOct 8, 2020Oct 22, 2020
Jennifer Elaine BirchettAtlanta, GaOct 8, 2020Oct 30, 2020
John Franklin EdgarAtlanta, GaOct 8, 2020Mar 22, 2021
Kristin Margaret PughAtlanta, GaOct 8, 2020Oct 28, 2020
Kwasi Boahen MaafohAtlanta, GaOct 8, 2020Oct 16, 2020
Leslie Adams BlanchardAtlanta, GaOct 8, 2020Oct 29, 2020
Marjorie Uys EdenfieldAtlanta, GaOct 8, 2020Oct 14, 2020
Robin Cochrane YacovettaAtlanta, GaOct 8, 2020Jan 6, 2021
Roger Glenn WardAtlanta, GaOct 8, 2020Oct 28, 2020
Stacy M LewisAtlanta, GaOct 8, 2020Oct 29, 2020
The rule
Registrations ended
Oct 8, 2020
Registered next
Oct 14, 2020 to Mar 22, 2021
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
93%
Succession by the destination
a succession within a year (Feb 10, 2020), not necessarily this firm
Other teams out of T••••••••• M•••••••••Other teams into C••••••• P•••••••