DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left B••••• C•••••• A•••••••• L•• for C•••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bobby Lewis MortonAtlanta, GaOct 19, 2021Oct 5, 2021
Jill Brodie AsraelAtlanta, GaOct 19, 2021Oct 5, 2021
Joseph Parker MitchellAtlanta, GaOct 19, 2021Oct 5, 2021
Joseph ZaccardiAtlanta, GaOct 19, 2021Oct 5, 2021
Justin BermanAtlanta, GaOct 19, 2021Oct 1, 2021
Kelly Ann DownsAtlanta, GaOct 19, 2021Oct 5, 2021
Lacey Lynne SchoenbachlerAtlanta, GaOct 19, 2021Oct 5, 2021
Michelle Franco TriversAtlanta, GaOct 19, 2021Oct 5, 2021
Ryan WalkerAtlanta, GaOct 19, 2021Oct 14, 2021
Savannah AndersenAtlanta, GaOct 19, 2021Oct 5, 2021
Serina AwadallaAtlanta, GaOct 19, 2021Oct 5, 2021
Wenyuan Tang NottebohmAtlanta, GaOct 19, 2021Oct 1, 2021
Whitney W WarmackAtlanta, GaOct 19, 2021Oct 1, 2021
Zach Elan SenftAtlanta, GaOct 19, 2021Oct 5, 2021
The rule
Registrations ended
Oct 19, 2021
Registered next
Oct 1, 2021 to Oct 14, 2021
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of B••••• C•••••• A•••••••• L••Other teams into C•••••• A•••• M••••••••• L••