DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• G••••• L•• for D••••• W••••••• A•••• M••••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Oct 29, 2024
- Registered next
- Nov 26, 2024 to Dec 5, 2024
- Branch state
- TN
- Cities
- 1, most in Memphis, Tn
- Registered there that day
- 66 (people still on IAPD; an estimate)
- Share of that headcount
- 3.0%
- Succession by the destination
- none on the tape