DFX Intelligence
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Team lift-out
2 advisors left L••••• F•••••••• S•••••••• I••• for T••••• P••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lori Morell | Alpharetta, Ga | Oct 29, 2025 | Oct 9, 2025 |
| Marci Gale Silverman | Alpharetta, Ga | Oct 29, 2025 | Oct 14, 2025 |
The rule
- Registrations ended
- Oct 29, 2025
- Registered next
- Oct 9, 2025 to Oct 14, 2025
- Branch state
- GA
- Cities
- 1, most in Alpharetta, Ga
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape