DFX Intelligence
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Team lift-out
2 advisors left A•••••••• C•••••• M••••••••• for H•••••• T••••••• • K•••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 2, 2023 to Aug 3, 2023
- Registered next
- Aug 2, 2023 to Aug 23, 2023
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 88 (people still on IAPD; an estimate)
- Share of that headcount
- 2.3%
- Succession by the destination
- none on the tape