DFX Intelligence
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Team lift-out
2 advisors left T••••• A••••••• S•••••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matt Ellis | Columbus, Ga | Mar 19, 2024 | Mar 21, 2024 |
| Amy Zachery | Snellville, Ga | Mar 25, 2024 | Jun 24, 2024 |
The rule
- Registrations ended
- Mar 19, 2024 to Mar 25, 2024
- Registered next
- Mar 21, 2024 to Jun 24, 2024
- Branch state
- GA
- Cities
- 2, most in Columbus, Ga
- Registered there that day
- 1,835 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape