DFX Intelligence
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Team lift-out
2 advisors left S• A•••••••• L•• for C• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Allen Johnson | Atlanta, Ga | Jan 4, 2023 | Jan 5, 2023 |
| Daniel Edward Peltier | Atlanta, Ga | Jan 4, 2023 | Jan 5, 2023 |
The rule
- Registrations ended
- Jan 4, 2023
- Registered next
- Jan 5, 2023
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape