DFX Intelligence
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Firm absorbed
5 advisors left A•• W••••• I••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David T Weitz | Atlanta, Ga | Dec 16, 2022 | Apr 8, 2022 |
| Frank Tamplin | Atlanta, Ga | Dec 16, 2022 | Apr 7, 2022 |
| Jeffrey Tyler Shaver | Atlanta, Ga | Dec 16, 2022 | Jun 30, 2022 |
| Joseph P Young | Atlanta, Ga | Dec 16, 2022 | Jul 6, 2022 |
| Ryan Malec | Atlanta, Ga | Dec 16, 2022 | Jan 13, 2022 |
The rule
- Registrations ended
- Dec 16, 2022
- Registered next
- Jan 13, 2022 to Jul 6, 2022
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- none on the tape