DFX Intelligence
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Team lift-out
2 advisors left R•••••• W••••• M••••••••• L•• for B••••••• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alicia Sher | Alpharetta, Ga | Dec 31, 2019 | Jan 21, 2020 |
| Rajen Kantilal Chokshi | Alpharetta, Ga | Dec 31, 2019 | Oct 3, 2019 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Oct 3, 2019 to Jan 21, 2020
- Branch state
- GA
- Cities
- 1, most in Alpharetta, Ga
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape