DFX Intelligence
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Team lift-out
2 advisors left K•••• A•••• M••••••••• L•• for B•••• T•••• W••••• M••••••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cortney Ann Cost | Nashville, Tn | Aug 1, 2025 | Aug 7, 2025 |
| Kelsey Ann Kennedy | Nashville, Tn | Aug 1, 2025 | Aug 1, 2025 |
The rule
- Registrations ended
- Aug 1, 2025
- Registered next
- Aug 1, 2025 to Aug 7, 2025
- Branch state
- TN
- Cities
- 1, most in Nashville, Tn
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape