DFX Intelligence
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Team lift-out
7 advisors left O•••• A••••••• S•••••••• L•• for V•••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Nov 8, 2024 to Nov 21, 2024
- Registered next
- Nov 1, 2024
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 196 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape