DFX Intelligence
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2 advisors left L••••••• W••••• M••••••••• for H• W•••••
Team lift-outjoined H• W•••••
No date on record · this record
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Ross Lipsey | Atlanta, Ga | Mar 3, 2026 | Mar 9, 2026 |
| Samuel David Wishneff | Atlanta, Ga | Mar 3, 2026 | Mar 9, 2026 |
The rule
- Registrations ended
- Mar 3, 2026
- Registered next
- Mar 9, 2026
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape