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
3 advisors left T••••• A••••••• S•••••••• I••• for J••••• M••••••••• S•••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Randall Faires | Alpharetta, Ga | Mar 6, 2025 | Mar 6, 2025 |
| Glen Anthony Duggan | Atlanta, Ga | Mar 6, 2025 | Mar 6, 2025 |
| James David Conrod | Alpharetta, Ga | Mar 6, 2025 | Mar 31, 2025 |
The rule
- Registrations ended
- Mar 6, 2025
- Registered next
- Mar 6, 2025 to Mar 31, 2025
- Branch state
- GA
- Cities
- 2, most in Atlanta, Ga
- Registered there that day
- 1,857 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape