DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
11 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••
Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Christman | Atlanta, Ga | Jun 16, 2023 | Jun 16, 2023 |
| John Joseph Andrew Gagne | Marietta, Ga | Jun 16, 2023 | Jun 16, 2023 |
| Patrick Lovell | Atlanta, Ga | Jun 16, 2023 | Jun 20, 2023 |
| Kalen Siavash Tavassoli | Atlanta, Ga | Jun 20, 2023 | Jun 20, 2023 |
| Marc Aubrey Alexander | Atlanta, Ga | Jun 22, 2023 | Jun 23, 2023 |
| Armistead Burwell | Atlanta, Ga | Jun 23, 2023 | Jun 23, 2023 |
| Phinizy Davis | Atlanta, Ga | Jun 23, 2023 | Jun 23, 2023 |
| Seth Michael Asher | Atlanta, Ga | Jun 23, 2023 | Jun 26, 2023 |
| Theresa Rose Fabbrini | Atlanta, Ga | Jun 23, 2023 | Jun 23, 2023 |
| Quinten Lyndell Bickford | Atlanta, Ga | Jul 6, 2023 | Jul 10, 2023 |
| Austin Lowry Newsome | Smyrna, Ga | Jul 18, 2023 | Jul 20, 2023 |
The rule
- Registrations ended
- Jun 16, 2023 to Jul 18, 2023
- Registered next
- Jun 16, 2023 to Jul 20, 2023
- Branch state
- GA
- Cities
- 3, most in Atlanta, Ga
- Registered there that day
- 13,717 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape