DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••• I••••••••• A••••••• L•• for R•• C•••••• M••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Shawn HebertGermantown, TnDec 5, 2023Nov 30, 2023
Frank Mitchell LequericaGermantown, TnDec 5, 2023Nov 30, 2023
Justin Robert WrightGermantown, TnDec 5, 2023Nov 30, 2023
Stephen C AndersonGermantown, TnDec 5, 2023Nov 30, 2023
The rule
Registrations ended
Dec 5, 2023
Registered next
Nov 30, 2023
Branch state
TN
Cities
1, most in Germantown, Tn
Registered there that day
6,049 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into R•• C•••••• M••••••• L••