DFX Intelligence
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Channel change (one enterprise)
5 advisors moved from T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Ann Lorch | Alpharetta, Ga | Sep 7, 2023 | Feb 28, 2018 |
| Arturo Antonio Aviles | Alpharetta, Ga | Sep 7, 2023 | Feb 28, 2018 |
| Chirag D Shah | Atlanta, Ga | Sep 7, 2023 | Feb 28, 2018 |
| Matthew Brian Simmons | Alpharetta, Ga | Sep 7, 2023 | Feb 28, 2018 |
| Michele Antoinette Grant | Alpharetta, Ga | Sep 7, 2023 | Feb 27, 2018 |
The rule
- Registrations ended
- Sep 7, 2023
- Registered next
- Feb 27, 2018 to Feb 28, 2018
- Branch state
- GA
- Cities
- 2, most in Alpharetta, Ga
- Registered there that day
- 741 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape