DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left C• • J• W••••• A••••••• for M••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Alan LoosKnoxville, TnJul 15, 2024Jul 1, 2024
Jeffrey Mark KingKnoxville, TnJul 15, 2024Jul 1, 2024
Jennifer Clark HuskeyKnoxville, TnJul 15, 2024Jul 8, 2024
Robert Scott SmithKnoxville, TnJul 15, 2024Jul 8, 2024
The rule
Registrations ended
Jul 15, 2024
Registered next
Jul 1, 2024 to Jul 8, 2024
Branch state
TN
Cities
1, most in Knoxville, Tn
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C• • J• W••••• A•••••••Other teams into M••••• W••••• M••••••••• L••