DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left R•••••• J•••• • A••••••••• I••• for S•••••• N••••••• • C••••••• I•••••••••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Maithili V KulkarniMacon, GaMar 13, 2025Mar 13, 2025
George Smith GreerMacon, GaMar 17, 2025Mar 12, 2025
Margaret Lesley GreerMacon, GaMar 17, 2025Mar 13, 2025
Phillip Ryan EmoryMacon, GaMar 17, 2025Mar 12, 2025
Sheri Hall HaugabookMacon, GaMar 17, 2025Mar 12, 2025
William Harold GreerMacon, GaMar 17, 2025Mar 12, 2025
The rule
Registrations ended
Mar 13, 2025 to Mar 17, 2025
Registered next
Mar 12, 2025 to Mar 13, 2025
Branch state
GA
Cities
1, most in Macon, Ga
Registered there that day
5,257 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into S•••••• N••••••• • C••••••• I•••••••••