DFX Intelligence
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Team lift-out
2 advisors left B•••• W•••••• L•• for F••••• C•••••• A•••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Clinton Bridges | Atlanta, Ga | Jul 12, 2021 | Mar 15, 2018 |
| Summer Anne Roberts | Atlanta, Ga | Jul 12, 2021 | Mar 28, 2018 |
The rule
- Registrations ended
- Jul 12, 2021
- Registered next
- Mar 15, 2018 to Mar 28, 2018
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape