DFX Intelligence
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Team lift-out
3 advisors left S••••••••• for T•••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Allan Mears | Marrietta, Ga | Aug 14, 2019 | Jun 24, 2019 |
| Karen Campbell Vining | Marrietta, Ga | Aug 14, 2019 | Mar 29, 2019 |
| William Robert Mcgoldrick | Marrietta, Ga | Aug 14, 2019 | May 9, 2019 |
The rule
- Registrations ended
- Aug 14, 2019
- Registered next
- Mar 29, 2019 to Jun 24, 2019
- Branch state
- GA
- Cities
- 1, most in Marrietta, Ga
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape