DFX Intelligence
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Team lift-out
2 advisors left W••••••• I••••••••• C••••••• L•• for J•••••••• B••••• C••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Julius Taylor | Nashville, Tn | Dec 22, 2023 | Dec 22, 2023 |
| Joshua Anthony Ireland | Nashville, Tn | Dec 22, 2023 | Jan 2, 2024 |
The rule
- Registrations ended
- Dec 22, 2023
- Registered next
- Dec 22, 2023 to Jan 2, 2024
- Branch state
- TN
- Cities
- 1, most in Nashville, Tn
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape