DFX Intelligence
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Team lift-out
2 advisors left T••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clint Anthony Foster | Knoxville, Tn | Oct 7, 2024 | Dec 17, 2024 |
| James Matthew Munsey | Oak Ridge, Tn | Oct 7, 2024 | Oct 3, 2024 |
The rule
- Registrations ended
- Oct 7, 2024
- Registered next
- Oct 3, 2024 to Dec 17, 2024
- Branch state
- TN
- Cities
- 2, most in Oak Ridge, Tn
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape