DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
6 advisors left W•••••• • A••••••••• I•• for W•••••• • A••••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carol Lee Royer | Memphis, Tn | May 25, 2016 | May 25, 2016 |
| Perry Jenkins Green | Memphis, Tn | May 25, 2016 | May 25, 2016 |
| Sean Embry Gould | Memphis, Tn | May 25, 2016 | May 25, 2016 |
| Tara Dempsey Carlson | Memphis, Tn | May 25, 2016 | May 25, 2016 |
| Timothy Wayne Ellis | Memphis, Tn | May 25, 2016 | May 25, 2016 |
| William Hilliard Yates | Memphis, Tn | May 25, 2016 | May 25, 2016 |
The rule
- Registrations ended
- May 25, 2016
- Registered next
- May 25, 2016
- Branch state
- TN
- Cities
- 1, most in Memphis, Tn
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- a succession within a year (Apr 28, 2016), not necessarily this firm