DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C••••• W••••• P•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arlene Alexander | Atlanta, Ga | Dec 16, 2022 | Feb 13, 2023 |
| Richard Thomas Havard | Atlanta, Ga | Dec 21, 2022 | Dec 16, 2022 |
The rule
- Registrations ended
- Dec 16, 2022 to Dec 21, 2022
- Registered next
- Dec 16, 2022 to Feb 13, 2023
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 22,515 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape