DFX Intelligence
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Firm absorbed
3 advisors left R•• T••••••• for B•• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Chen | Atlanta, Ga | Jul 17, 2026 | Jun 23, 2026 |
| Howard Mcmonagle Fleming | Sandy Springs, Ga | Jul 17, 2026 | Jun 22, 2026 |
| Rex Phillip Macey | Sandy Springs, Ga | Jul 17, 2026 | Jun 22, 2026 |
The rule
- Registrations ended
- Jul 17, 2026
- Registered next
- Jun 22, 2026 to Jun 23, 2026
- Branch state
- GA
- Cities
- 2, most in Sandy Springs, Ga
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape