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
2 advisors left E••••••• W••••• P••••••• for R•••••••• W••••• A•••••••• L•••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Eli Self | Franklin, Tn | Sep 1, 2016 | Aug 9, 2016 |
| Michael F Perkins | Franklin, Tn | Sep 1, 2016 | Sep 2, 2016 |
The rule
- Registrations ended
- Sep 1, 2016
- Registered next
- Aug 9, 2016 to Sep 2, 2016
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape