DFX Intelligence
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Firm absorbed
21 advisors left G••••• C••••••• L•• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alton Ray Meadows | Atlanta, Ga | Dec 2, 2024 | Aug 1, 2024 |
| Anna Katherine Davis | Atlanta, Ga | Dec 2, 2024 | Aug 8, 2024 |
| Benjamin Carl Huston | Atlanta, Ga | Dec 2, 2024 | Aug 1, 2024 |
| Cameron Dennis Starr | Atlanta, Ga | Dec 2, 2024 | Aug 1, 2024 |
| Gabrielle Elizabeth Kong | Atlanta, Ga | Dec 2, 2024 | Aug 22, 2024 |
| Gregory Fink | Atlanta, Ga | Dec 2, 2024 | Sep 5, 2024 |
| Grover Wade Buffington | Atlanta, Ga | Dec 2, 2024 | Aug 5, 2024 |
| Henry Alexander Mclarty | Atlanta, Ga | Dec 2, 2024 | Sep 7, 2024 |
| Jacqueline Harris Higgenbotham | Atlanta, Ga | Dec 2, 2024 | Aug 22, 2024 |
| Jason Hemsley | Atlanta, Ga | Dec 2, 2024 | Aug 22, 2024 |
| Jay Alan Bowen | Atlanta, Ga | Dec 2, 2024 | Aug 1, 2024 |
| John Asher Hannah | Atlanta, Ga | Dec 2, 2024 | Aug 22, 2024 |
| Joshua David Swartz | Atlanta, Ga | Dec 2, 2024 | Oct 11, 2024 |
| Joshua Shane Hunter | Atlanta, Ga | Dec 2, 2024 | Aug 1, 2024 |
| Landon Eidson Rogers | Atlanta, Ga | Dec 2, 2024 | Aug 8, 2024 |
| Meghan Elizabeth Hogan | Atlanta, Ga | Dec 2, 2024 | Aug 5, 2024 |
| Michelle Kruger Fernandez | Atlanta, Ga | Dec 2, 2024 | Aug 5, 2024 |
| Nicole Caron | Atlanta, Ga | Dec 2, 2024 | Aug 5, 2024 |
| Scott Alan Rutherford | Atlanta, Ga | Dec 2, 2024 | Aug 8, 2024 |
| Sean Travis Quigley | Atlanta, Ga | Dec 2, 2024 | Aug 7, 2024 |
| Todd Stephenson Jones | Atlanta, Ga | Dec 2, 2024 | Aug 8, 2024 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Dec 2, 2024
- Registered next
- Aug 1, 2024 to Oct 11, 2024
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 91%
- Succession by the destination
- none on the tape