DFX Intelligence
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Team lift-out
2 advisors left E•••••• C•••••• M••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lloyd George Phipps | Alpharetta, Ga | Aug 11, 2023 | Aug 18, 2023 |
| Ricardo Gutierrez | Alpharetta, Ga | Aug 14, 2023 | Nov 9, 2023 |
The rule
- Registrations ended
- Aug 11, 2023 to Aug 14, 2023
- Registered next
- Aug 18, 2023 to Nov 9, 2023
- Branch state
- GA
- Cities
- 1, most in Alpharetta, Ga
- Registered there that day
- 596 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape