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
3 advisors left H••• A•••••••• L•• for C•••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey David Hays | Franklin, Tn | Dec 31, 2018 | Jun 9, 2014 |
| Keith Alan Hays | Franklin, Tn | Dec 31, 2018 | Jan 15, 2025 |
| Mark Tomas Dodson | Franklin, Tn | Dec 31, 2018 | Dec 17, 2025 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Jun 9, 2014 to Dec 17, 2025
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape