DFX Intelligence
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Team lift-out
2 advisors left D•••••• I••••••••• S••••••• I•• for H•••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Ronald Sanford | Cordova, Tn | Mar 28, 2023 | May 30, 2019 |
| James Ross Gulla | Memphis, Tn | Mar 28, 2023 | Apr 21, 2025 |
The rule
- Registrations ended
- Mar 28, 2023
- Registered next
- May 30, 2019 to Apr 21, 2025
- Branch state
- TN
- Cities
- 2, most in Cordova, Tn
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape