DFX Intelligence
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Team lift-out
2 advisors left C•••••• T•••• • C••••••• I••• for L•••••••• T••••••• A•••• M••••••••• I••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Belfield Howell Carter | Atlanta, Ga | Jul 25, 2024 | Jul 24, 2024 |
| Adam Joseph Cabibi | Atlanta, Ga | Aug 5, 2024 | Jul 25, 2024 |
The rule
- Registrations ended
- Jul 25, 2024 to Aug 5, 2024
- Registered next
- Jul 24, 2024 to Jul 25, 2024
- 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