DFX Intelligence
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Team lift-out
2 advisors left M••••• G••••• A••••••• I••• for U•••••• I••••••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David T Weitz | Atlanta, Ga | Mar 16, 2023 | May 1, 2023 |
| Ryan Malec | Atlanta, Ga | Mar 16, 2023 | Apr 27, 2023 |
The rule
- Registrations ended
- Mar 16, 2023
- Registered next
- Apr 27, 2023 to May 1, 2023
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 305 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape