DFX Intelligence
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Team lift-out
2 advisors left E•••• S••••••••• L•• for G••••••••• F•••••••• P•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beau Jacob Welsh | Franklin, Tn | Sep 1, 2026 | Aug 20, 2026 |
| Daniel Patrick Burke | Franklin, Tn | Sep 10, 2026 | Aug 20, 2026 |
The rule
- Registrations ended
- Sep 1, 2026 to Sep 10, 2026
- Registered next
- Aug 20, 2026
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 2,464 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape