DFX Intelligence
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Team lift-out
2 advisors left S• F•••••••• A•••••••• L•• for H•••••• B•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Russell Eugene Wood | Atlanta, Ga | Jan 2, 2021 | Jan 25, 2021 |
| Samuel Jason Grant | Atlanta, Ga | Jan 2, 2021 | Jan 4, 2021 |
The rule
- Registrations ended
- Jan 2, 2021
- Registered next
- Jan 4, 2021 to Jan 25, 2021
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape