DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for A•••••• F•••••••• A••••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine Chapman Miller | Atlanta, Ga | Aug 27, 2018 | Jan 24, 2019 |
| Charles Allen Crowley | Atlanta, Ga | Aug 28, 2018 | Oct 9, 2014 |
| Harrison Fant | Atlanta, Ga | Aug 28, 2018 | Jan 29, 2018 |
The rule
- Registrations ended
- Aug 27, 2018 to Aug 28, 2018
- Registered next
- Oct 9, 2014 to Jan 24, 2019
- Branch state
- GA
- Cities
- 1, most in A••••••, Ga
- Registered there that day
- 1,996 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- a succession within a year (Feb 9, 2019), not necessarily this firm