DFX Intelligence
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Team lift-out
3 advisors left F•••• A••••• A••••••• S•••••••• I••• for R•••• C•••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brice Ranier Thompson | Columbus, Ga | Nov 12, 2020 | May 14, 2018 |
| Lisa Potts Bauer | St Simons Island, Ga | Nov 12, 2020 | Jun 13, 2017 |
| Scott Joseph Adams | Woodstock, Ga | Nov 12, 2020 | Jun 4, 2015 |
The rule
- Registrations ended
- Nov 12, 2020
- Registered next
- Jun 4, 2015 to May 14, 2018
- Branch state
- GA
- Cities
- 3, most in Woodstock, Ga
- Registered there that day
- 431 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape