DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bailey EdmondsAugusta, GaFeb 13, 2026Feb 20, 2026
Jeffery Scott FehrmanAugusta, GaFeb 13, 2026Feb 13, 2026
Katie Fehrman EdmondsAugusta, GaFeb 13, 2026Feb 13, 2026
Virginia Agee GrayAugusta, GaFeb 13, 2026Feb 20, 2026
The rule
Registrations ended
Feb 13, 2026
Registered next
Feb 13, 2026 to Feb 20, 2026
Branch state
GA
Cities
1, most in Augusta, Ga
Registered there that day
6,347 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into C••••••••• I••••••••• A•••••••• L••