DFX 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
4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for E•••• F•••••••• P•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Edward Ellis | Clarksville, Tn | Oct 31, 2024 | Feb 20, 2025 |
| James Cole Alfonso | Clarksville, Tn | Oct 31, 2024 | Dec 16, 2024 |
| Kathy Barlar Ellis | Clarksville, Tn | Oct 31, 2024 | Oct 29, 2024 |
| Michele Feinman Wieber | Clarksville, Tn | Oct 31, 2024 | Dec 16, 2024 |
The rule
- Registrations ended
- Oct 31, 2024
- Registered next
- Oct 29, 2024 to Feb 20, 2025
- Branch state
- TN
- Cities
- 1, most in Clarksville, Tn
- Registered there that day
- 5,621 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape