DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left B•• A•••••••• L•• for B•• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Robert Money | Columbus, Ga | Dec 8, 2025 | Jun 12, 2025 |
| Paul Timothy Money | Columbus, Ga | Dec 8, 2025 | Jul 7, 2025 |
The rule
- Registrations ended
- Dec 8, 2025
- Registered next
- Jun 12, 2025 to Jul 7, 2025
- Branch state
- GA
- Cities
- 1, most in Columbus, Ga
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape