DFX Intelligence
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Team lift-out
2 advisors left P•• A••••••• S•••••••• L•• for P••••• C•••••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David William Neff | Brentwood, Tn | Oct 9, 2020 | Nov 2, 2016 |
| Nick Elovitz | Brentwood, Tn | Oct 9, 2020 | Nov 16, 2016 |
The rule
- Registrations ended
- Oct 9, 2020
- Registered next
- Nov 2, 2016 to Nov 16, 2016
- Branch state
- TN
- Cities
- 1, most in Brentwood, Tn
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape