DFX Intelligence
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Team lift-out
3 advisors left V••• E••••• M••••••••• L•• for B••••••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abby Christine Reed | Suwanee, Ga | Mar 29, 2019 | Sep 19, 2018 |
| April Reed Crews | Snellville, Ga | Mar 29, 2019 | Sep 12, 2018 |
| Daniel George Crews | Snellville, Ga | Mar 29, 2019 | Sep 24, 2018 |
The rule
- Registrations ended
- Mar 29, 2019
- Registered next
- Sep 12, 2018 to Sep 24, 2018
- Branch state
- GA
- Cities
- 2, most in Snellville, Ga
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape