DFX Intelligence

RIA 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

5 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for A••••••• W••••• M••••••••• P••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kristyn Danielle BullardKnoxville, TnDec 31, 2021Aug 18, 2021
Lori Hatcher BishopAlc, TnDec 31, 2021Aug 18, 2021
Michael Bryant BishopAlcoa, TnDec 31, 2021Aug 18, 2021
Michael Coy LawsonAthens, TnDec 31, 2021Aug 18, 2021
Patrick Neal ClarkKnoxville, TnDec 31, 2021Aug 18, 2021
The rule
Registrations ended
Dec 31, 2021
Registered next
Aug 18, 2021
Branch state
TN
Cities
4, most in Knoxville, Tn
Registered there that day
3,039 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C•••••••• I••••••••• R••••••• A•••••••• I•••Other teams into A••••••• W••••• M••••••••• P••••••• L••