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 T••••• A••••••• S•••••••• I••• for H• W•••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Harvey Arnold | Atlanta, Ga | Sep 7, 2023 | Dec 1, 2023 |
| William Lewis Levine | Atlanta, Ga | Sep 7, 2023 | Dec 3, 2023 |
The rule
- Registrations ended
- Sep 7, 2023
- Registered next
- Dec 1, 2023 to Dec 3, 2023
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 1,886 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape