DFX Intelligence
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Team lift-out
4 advisors left F•••••• F•••••••• A•••••••• L•• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin P Schneider | Atlanta, Ga | Nov 19, 2024 | Feb 27, 2025 |
| Olivia Grace Jack | Atlanta, Ga | Nov 22, 2024 | Feb 20, 2025 |
| Preston T Nevil-Rincon | Atlanta, Ga | Nov 26, 2024 | Jul 7, 2025 |
| Ethan Wu | Atlanta, Ga | Dec 2, 2024 | Mar 7, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Nov 19, 2024 to Dec 2, 2024
- Registered next
- Feb 20, 2025 to Jul 7, 2025
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 361 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape