DFX Intelligence
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Team lift-out
2 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Massod Jamshidi | Atlanta, Ga | Jun 28, 2022 | Sep 6, 2022 |
| Nixon Marc | Alpharetta, Ga | Jun 28, 2022 | Aug 9, 2023 |
The rule
- Registrations ended
- Jun 28, 2022
- Registered next
- Sep 6, 2022 to Aug 9, 2023
- Branch state
- GA
- Cities
- 2, most in Alpharetta, Ga
- Registered there that day
- 670 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape