DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for C••••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Otho Medukas | Kingsport, Tn | Mar 6, 2025 | Feb 24, 2025 |
| Gregory Allen Taylor | Kingsport, Tn | Mar 6, 2025 | Feb 24, 2025 |
| Jeffery Paul Bedford | Kingsport, Tn | Mar 6, 2025 | Feb 24, 2025 |
| Natalie Jayne Owens Wells | Kingsport, Tn | Mar 6, 2025 | Feb 24, 2025 |
| Timothy Lee Colvin | Kingsport, Tn | Mar 6, 2025 | Feb 24, 2025 |
| Zachary Ethan Colvin | Kingsport, Tn | Mar 6, 2025 | Feb 24, 2025 |
The rule
- Registrations ended
- Mar 6, 2025
- Registered next
- Feb 24, 2025
- Branch state
- TN
- Cities
- 1, most in Kingsport, Tn
- Registered there that day
- 3,076 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape