DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••• S•••••• for R••••• W• B•••• • C•• I•••••••••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Merrell ParkerColumbia, TnSep 9, 2020Sep 4, 2020
Clay Wilson ButtreyColumbia, TnSep 9, 2020Sep 4, 2020
Richard Troy LawFranklin, TnSep 9, 2020Sep 4, 2020
Stewart James ParkerColumbia, TnSep 9, 2020Sep 4, 2020
The rule
Registrations ended
Sep 9, 2020
Registered next
Sep 4, 2020
Branch state
TN
Cities
2, most in Columbia, Tn
Registered there that day
16,348 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into R••••• W• B•••• • C•• I•••••••••