DFX Intelligence
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Team lift-out
3 advisors left D•••••• L••• S••••• L•• for K•••••••• W••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Grant Wheeler Goldberg | Calhoun, Ga | Nov 21, 2025 | Jan 29, 2026 |
| Matthew Land | Calhoun, Ga | Nov 21, 2025 | Jan 2, 2026 |
| Jefferson Trent Olney | Rome, Ga | Dec 2, 2025 | Jan 12, 2026 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Nov 21, 2025 to Dec 2, 2025
- Registered next
- Jan 2, 2026 to Jan 29, 2026
- Branch state
- GA
- Cities
- 2, most in Calhoun, Ga
- Registered there that day
- 62 (people still on IAPD; an estimate)
- Share of that headcount
- 4.8%
- Succession by the destination
- none on the tape