DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left K••••••• F•••••••• G••••• L•• for J••••••• • A••••••••• F•••••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Keith Todd JenningsLexington, KyDec 1, 2023Dec 1, 2023
Kristin Renea LynchLexington, KyDec 1, 2023Dec 1, 2023
Miranda Renee WoodLexington, KyDec 1, 2023Dec 1, 2023
Nicholas Ryan PoePaducah, KyDec 1, 2023Dec 1, 2023
The rule
Registrations ended
Dec 1, 2023
Registered next
Dec 1, 2023
Branch state
KY
Cities
1, most in Lexington, Ky
Registered there that day
28 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape
Other teams out of K••••••• F•••••••• G••••• L••Other teams into J••••••• • A••••••••• F•••••••• A•••••••• L••