DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C•• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daren Meliton Sexton | Woodstock, Ga | Jan 13, 2023 | Nov 3, 2022 |
| Geri Lynn Lanning | Woodstock, Ga | Jan 13, 2023 | Nov 3, 2022 |
| Patricia Ann Hayton | Woodstock, Ga | Jan 13, 2023 | Nov 3, 2022 |
The rule
- Registrations ended
- Jan 13, 2023
- Registered next
- Nov 3, 2022
- Branch state
- GA
- Cities
- 1, most in Woodstock, Ga
- Registered there that day
- 5,333 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape