DFX Intelligence
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Team lift-out
2 advisors left G••••••• A•••• M••••••••• L•• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Baxter Bell | Fayetteville, Ar | Jan 6, 2025 | Jan 3, 2025 |
| Kerry Watkins Bradley | Fayetteville, Ar | Jan 6, 2025 | Jan 9, 2025 |
The rule
- Registrations ended
- Jan 6, 2025
- Registered next
- Jan 3, 2025 to Jan 9, 2025
- Branch state
- AR
- Cities
- 1, most in Fayetteville, Ar
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape