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.
Team lift-out
2 advisors left E•• F•••••••• A••••••• for E•• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Stuart Jones | Sandy Springs, Ga | Dec 31, 2022 | Jan 6, 2023 |
| Rodolfo Ernesto Rodriguez | Sandy Springs, Ga | Dec 31, 2022 | Jan 10, 2023 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Jan 6, 2023 to Jan 10, 2023
- Branch state
- GA
- Cities
- 1, most in Sandy Springs, Ga
- Registered there that day
- 368 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape