DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left C•••••• A••••••• P••••••• L•• for C••••• A••••••• G••••• L••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Lyle CannonCookeville, TnMar 27, 2025Jun 17, 2022
Jeremy Tate CorleyClarksville, TnMar 27, 2025Jun 17, 2022
John Barton KentClarksville, TnMar 27, 2025Jun 17, 2022
Pamela Diana FitzpatrickCookeville, TnMar 27, 2025Jan 1, 2025
Stephanie Michelle FlattCookeville, TnMar 27, 2025Jun 17, 2022
William Ellis WebbBrentwood, TnMar 27, 2025Jan 2, 2026
The rule
Registrations ended
Mar 27, 2025
Registered next
Jun 17, 2022 to Jan 2, 2026
Branch state
TN
Cities
3, most in Cookeville, Tn
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of C•••••• A••••••• P••••••• L••Other teams into C••••• A••••••• G••••• L••