DFX Intelligence
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Team lift-out
6 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gwyndolyn Lee Stowell | Atlanta, Ga | Feb 18, 2020 | Feb 14, 2020 |
| Jeffrey David Sprock | Atlanta, Ga | Feb 18, 2020 | Mar 3, 2020 |
| Chad Garrett Hermanson | Atlanta, Ga | Feb 19, 2020 | Feb 17, 2020 |
| Edward A Jeter | Atlanta, Ga | Feb 19, 2020 | Mar 3, 2020 |
| Eric B Hermanson | Atlanta, Ga | Feb 19, 2020 | May 14, 2020 |
| Heather Jeter Reich | Atlanta, Ga | Feb 19, 2020 | Mar 3, 2020 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Feb 18, 2020 to Feb 19, 2020
- Registered next
- Feb 14, 2020 to May 14, 2020
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 15,445 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape