DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for C••••••••• W••••• M••••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Lawson Julian | Greeneville, Tn | Oct 13, 2021 | Jun 17, 2021 |
| Brian Jack Click | Greeneville, Tn | Oct 13, 2021 | Jun 17, 2021 |
The rule
- Registrations ended
- Oct 13, 2021
- Registered next
- Jun 17, 2021
- Branch state
- TN
- Cities
- 1, most in Greeneville, Tn
- Registered there that day
- 3,003 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape