DFX Intelligence
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Team lift-out
3 advisors left A••••••• W••••• M••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Wilder Richardson | Alpharetta, Ga | Oct 4, 2023 | Oct 2, 2023 |
| James M Richardson | Alpharetta, Ga | Oct 4, 2023 | Oct 2, 2023 |
| Robert Allen Wilder | Atlanta, Ga | Oct 4, 2023 | Oct 4, 2023 |
The rule
- Registrations ended
- Oct 4, 2023
- Registered next
- Oct 2, 2023 to Oct 4, 2023
- Branch state
- GA
- Cities
- 2, most in Alpharetta, Ga
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 21%
- Succession by the destination
- none on the tape