DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for M• W••••• M•••••••••
national BDtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Hodges | Alpharetta, Ga | Jun 9, 2025 | Aug 13, 2020 |
| S Reid Markham | Alpharetta, Ga | Jun 9, 2025 | Aug 17, 2020 |
The rule
- Registrations ended
- Jun 9, 2025
- Registered next
- Aug 13, 2020 to Aug 17, 2020
- Branch state
- GA
- Cities
- 1, most in Alpharetta, Ga
- Registered there that day
- 3,505 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape