DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left S••••••• A•••• M••••••••• L•• for S•••••• C•••••• M•••••••••

mixed wealthtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad Norris KellerMemphis, TnMar 30, 2026Feb 23, 2026
Gary Scott StringerMemphis, TnMar 30, 2026Feb 23, 2026
Jonathan Ira BernsteinMemphis, TnMar 30, 2026Feb 18, 2026
Kimberly Faust EscueMemphis, TnMar 30, 2026Feb 23, 2026
The rule
Registrations ended
Mar 30, 2026
Registered next
Feb 18, 2026 to Feb 23, 2026
Branch state
TN
Cities
1, most in Memphis, Tn
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••••• A•••• M••••••••• L••Other teams into S•••••• C•••••• M•••••••••