DFX Intelligence
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Team lift-out
5 advisors left T•• P•••••• F•••••••• G••••• I••• for B•••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Keith Mcginnis | Nasvhille, Tn | Dec 31, 2022 | Feb 9, 2023 |
| Carolina Alicia Martinez | Nashville, Tn | Dec 31, 2022 | Jan 18, 2023 |
| Evangeline Stratis | Nashville, Tn | Dec 31, 2022 | Feb 3, 2023 |
| Jacob Guevara | Nashville, Tn | Dec 31, 2022 | Feb 3, 2023 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Jan 18, 2023 to Feb 9, 2023
- Branch state
- TN
- Cities
- 2, most in Nashville, Tn
- Registered there that day
- 28 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape