DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left T••••• A••••••• S•••••••• I••• for R•••••• J•••• • A••••••••• I•••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Eugene MintzAtlanta, GaMay 20, 2021May 20, 2021
Charles Warren MintzAtlanta, GaMay 20, 2021May 20, 2021
Emily Rogers HarveyAtlanta, GaMay 20, 2021May 20, 2021
Timothy Calhoun GrayAtlanta, GaMay 20, 2021May 20, 2021
The rule
Registrations ended
May 20, 2021
Registered next
May 20, 2021
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
1,790 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into R•••••• J•••• • A••••••••• I•••