DFX Intelligence
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Team lift-out
3 advisors left S• A•••••••• L•• for W•••• T•••••• F•••••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher C Walters | Atlanta, Ga | Mar 6, 2019 | Dec 22, 2017 |
| Douglas Everett Wells | Atlanta, Ga | Mar 6, 2019 | Jan 4, 2019 |
| Ralph Edward Trecaso | Atlanta, Ga | Mar 6, 2019 | Dec 22, 2017 |
The rule
- Registrations ended
- Mar 6, 2019
- Registered next
- Dec 22, 2017 to Jan 4, 2019
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 7.3%
- Succession by the destination
- none on the tape