DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left G•••••• I••••••••• for G•••••• I•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Annette Michelle MarshallAtlanta, GaDec 11, 2023Nov 20, 2023
Cheryl Wattenbarger LavetteAtlanta, GaDec 11, 2023Nov 6, 2023
Drake John CraigAtlanta, GaDec 11, 2023Dec 1, 2023
Gary Edward FullamAtlanta, GaDec 11, 2023Nov 20, 2023
Jairus Keith BuchananAtlanta, GaDec 11, 2023Nov 8, 2023
James Gordon KishAtlanta, GaDec 11, 2023Nov 20, 2023
Kimberly Dawn WoodyAtlanta, GaDec 11, 2023Nov 20, 2023
Marc Otha SydnorAtlanta, GaDec 11, 2023Dec 1, 2023
Thomas Andrew MartinAtlanta, GaDec 11, 2023Nov 20, 2023
William Gregory LeftwichAtlanta, GaDec 11, 2023Dec 1, 2023
William Henry RoachAtlanta, GaDec 11, 2023Nov 20, 2023
The rule
Registrations ended
Dec 11, 2023
Registered next
Nov 6, 2023 to Dec 1, 2023
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Oct 6, 2023), not necessarily this firm
Other teams out of G•••••• I•••••••••Other teams into G•••••• I•••••••••