DFX Intelligence
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Team lift-out
3 advisors left S•• I••••••••• A•••••••• I••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Allen Rhodes | Mt Juliet, Tn | Jun 4, 2024 | Aug 27, 2026 |
| Jayson Patrick O'Connor | Mt Juliet, Tn | Jun 4, 2024 | May 31, 2024 |
| Laura Lee Sydenstricker | Mt Juliet, Tn | Jun 4, 2024 | May 31, 2024 |
The rule
- Registrations ended
- Jun 4, 2024
- Registered next
- May 31, 2024 to Aug 27, 2026
- Branch state
- TN
- Cities
- 1, most in Mt Juliet, Tn
- Registered there that day
- 118 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape