DFX Intelligence
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Team lift-out
2 advisors left O•••• A••••••• S•••••••• L•• for N•••••••• A••••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Francis Kernan | Atlanta, Ga | Jul 1, 2020 | Jun 14, 2023 |
| Michael Adam Rosen | Atlanta, Ga | Jul 6, 2020 | Mar 9, 2020 |
The rule
- Registrations ended
- Jul 1, 2020 to Jul 6, 2020
- Registered next
- Mar 9, 2020 to Jun 14, 2023
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 80 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape