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.
Team lift-out
3 advisors left B• R•••• W••••• A•••••••• I••• for R••••• W• B•••• • C•• I•••••••••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cherie Nanez Seale | Franklin, Tn | Nov 13, 2024 | Oct 14, 2024 |
| Rachel Elizabeth Pena | Franklin, Tn | Nov 13, 2024 | Oct 14, 2024 |
| Tyler Rieves Berry | Franklin, Tn | Nov 13, 2024 | Oct 14, 2024 |
The rule
- Registrations ended
- Nov 13, 2024
- Registered next
- Oct 14, 2024
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 294 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape