DFX Intelligence
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Team lift-out
5 advisors left A••••••• S••••••• N•••••• for S•••••• P••••••• I••••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Moore | Gainesville, Ga | May 20, 2025 | May 16, 2025 |
| Christopher Scott Moore | Gainesville, Ga | May 20, 2025 | May 16, 2025 |
| Joseph Isaac Pitt | Gainesville, Ga | May 20, 2025 | May 29, 2025 |
| Mark Alden Peterson | Gainesville, Ga | May 20, 2025 | May 29, 2025 |
| Michael Scott Moore | Gainesville, Ga | May 21, 2025 | Jun 6, 2025 |
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
- May 20, 2025 to May 21, 2025
- Registered next
- May 16, 2025 to Jun 6, 2025
- Branch state
- GA
- Cities
- 1, most in Gainesville, Ga
- Registered there that day
- 225 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape