DFX Intelligence
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Team lift-out
2 advisors left M••••• G••••• A••••••• I••• for 3• F••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Tyler Shaver | Atlanta, Ga | Apr 28, 2023 | Jan 4, 2024 |
| Joseph P Young | Atlanta, Ga | Apr 28, 2023 | Jan 18, 2024 |
The rule
- Registrations ended
- Apr 28, 2023
- Registered next
- Jan 4, 2024 to Jan 18, 2024
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 306 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape