DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Berg | Macon, Ga | Apr 12, 2023 | Mar 28, 2023 |
| James Berg, Jr. | Macon, Ga | Apr 24, 2023 | Mar 27, 2023 |
The rule
- Registrations ended
- Apr 12, 2023 to Apr 24, 2023
- Registered next
- Mar 27, 2023 to Mar 28, 2023
- Branch state
- GA
- Cities
- 1, most in Macon, Ga
- Registered there that day
- 4,594 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape