DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for B••• H••••• C•••••• L•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew G Lipscomb | Atlanta, Ga | May 15, 2025 | May 18, 2025 |
| Mitchell Vann King | Atlanta, Ga | May 15, 2025 | May 15, 2025 |
The rule
- Registrations ended
- May 15, 2025
- Registered next
- May 15, 2025 to May 18, 2025
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 1,719 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape