DFX Intelligence
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Team lift-out
3 advisors left A•• W••••• I••• for E•• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Murray Mcinnis | Atlanta, Ga | Nov 30, 2021 | Jun 3, 2019 |
| Richard Oren Artzi | Atlanta, Ga | Nov 30, 2021 | Jun 11, 2019 |
| Thomas Eugene James | Atlanta, Ga | Nov 30, 2021 | Dec 21, 2021 |
The rule
- Registrations ended
- Nov 30, 2021
- Registered next
- Jun 3, 2019 to Dec 21, 2021
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape