DFX Intelligence
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Team lift-out
2 advisors left S•••••••• B••••••••• L•• for B•• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Huneycutt Levy | Peachtree Corners, Ga | Apr 1, 2026 | Oct 2, 2025 |
| Melissa Bunson | Peachtree Corners, Ga | Apr 9, 2026 | Apr 28, 2026 |
The rule
- Registrations ended
- Apr 1, 2026 to Apr 9, 2026
- Registered next
- Oct 2, 2025 to Apr 28, 2026
- Branch state
- GA
- Cities
- 1, most in Peachtree Corners, Ga
- Registered there that day
- 57 (people still on IAPD; an estimate)
- Share of that headcount
- 3.5%
- Succession by the destination
- none on the tape