DFX Intelligence
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Team lift-out
2 advisors left S••• C•••• W••••• M••••••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lawrence Jeffrey Sacks | Nashville, Tn | Nov 18, 2019 | Oct 31, 2019 |
| Leona Kay Edwards | Nashville, Tn | Nov 18, 2019 | Oct 31, 2019 |
The rule
- Registrations ended
- Nov 18, 2019
- Registered next
- Oct 31, 2019
- Branch state
- TN
- Cities
- 1, most in Nashville, Tn
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape