DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for C••••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Voselyn D Williams-Barnes | Atlanta, Ga | Apr 16, 2025 | Mar 31, 2025 |
| Sean L Foote | Atlanta, Ga | Apr 17, 2025 | Mar 31, 2025 |
| Stephen Michael Welch | Atlanta, Ga | Apr 17, 2025 | Mar 31, 2025 |
The rule
- Registrations ended
- Apr 16, 2025 to Apr 17, 2025
- Registered next
- Mar 31, 2025
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 21,209 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape