DFX Intelligence
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Team lift-out
4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for U••••• A•••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew William Frevert | Franklin, Tn | Jul 26, 2023 | Jan 24, 2025 |
| James Aaron Justice | Franklin, Tn | Jul 26, 2023 | Feb 6, 2024 |
| Victor Ledoux | Franklin, Tn | Jul 26, 2023 | Jul 19, 2023 |
| Jeremy Chad Ftacek | Arrington, Tn | Jul 27, 2023 | Jul 25, 2023 |
The rule
- Registrations ended
- Jul 26, 2023 to Jul 27, 2023
- Registered next
- Jul 19, 2023 to Jan 24, 2025
- Branch state
- TN
- Cities
- 2, most in Franklin, Tn
- Registered there that day
- 3,294 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape