DFX Intelligence
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Team lift-out
2 advisors left E•• W••••• M••••••••• L•• for A••••••• W••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Burwell Spurlock Geiger | Acworth, Ga | Sep 3, 2024 | Sep 3, 2024 |
| Morgan Geiger | Atlanta, Ga | Sep 3, 2024 | Sep 3, 2024 |
The rule
- Registrations ended
- Sep 3, 2024
- Registered next
- Sep 3, 2024
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape