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 C•••••• O•• I••••••••• I•••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katherine Yvonne Fowler | Franklin, Tn | Dec 31, 2018 | Mar 7, 2018 |
| Robert Verne Bolen | Franklin, Tn | Dec 31, 2018 | Mar 7, 2018 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Mar 7, 2018
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape