DFX Intelligence
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Team lift-out
2 advisors left T•••• A•••••••• L•• for I•••••••• F•••••••• P•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Jerod Downum | Marietta, Ga | Jul 1, 2022 | Jan 20, 2022 |
| Karen Campbell Vining | Alpharetta, Ga | Jul 1, 2022 | Jun 25, 2022 |
The rule
- Registrations ended
- Jul 1, 2022
- Registered next
- Jan 20, 2022 to Jun 25, 2022
- Branch state
- GA
- Cities
- 2, most in Alpharetta, Ga
- Registered there that day
- 106 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape