DFX Intelligence
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Team lift-out
2 advisors left E••••••••• P•••••••• L•• for K•••••••• W••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Andrew Buckner | Athens, Ga | Apr 2, 2025 | Aug 8, 2024 |
| Jason Parker | Athens, Ga | Apr 2, 2025 | Jul 3, 2024 |
The rule
- Registrations ended
- Apr 2, 2025
- Registered next
- Jul 3, 2024 to Aug 8, 2024
- Branch state
- GA
- Cities
- 1, most in Athens, Ga
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape