DFX Intelligence
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Team lift-out
2 advisors left S• A•••••••• L•• for D••••• A•••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Danielle Frances Hughes | Atlanta, Ga | Jun 1, 2021 | Jun 23, 2021 |
| Valerie Y Sanchez | Atlanta, Ga | Jun 1, 2021 | Mar 16, 2021 |
The rule
- Registrations ended
- Jun 1, 2021
- Registered next
- Mar 16, 2021 to Jun 23, 2021
- 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