DFX Intelligence

RIA Intelligence

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Large transfer

50 advisors left F•••• H•••••• A•••••••• I•• for F•••• T•••••••• A••••••• S•••••••• I•••

mixed wealthtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Michael StaffordAlcoa, TnAug 21, 2025Sep 1, 2009
Carrie Beisecker SykesMurfreesboro, TnAug 21, 2025Sep 3, 2008
Charles Richard WatsonNashville, TnAug 21, 2025Dec 12, 2008
Chris Robertson KimlerBrentwood, TnAug 21, 2025Sep 23, 2010
Christopher Aiken WebbMemphis, TnAug 21, 2025Jul 12, 2012
Christopher Harold BradberryChattanooga, TnAug 21, 2025Aug 11, 2009
Christopher Michael HicksCollierville, TnAug 21, 2025Feb 26, 2009
Christopher Thomas SloneckerBrentwood, TnAug 21, 2025Jul 12, 2012
Daniel Joseph BottoMemphis, TnAug 21, 2025Sep 3, 2008
Darby Wayne DickensonJonesborough, TnAug 21, 2025Sep 3, 2008
Eric John WhiteFranklin, TnAug 21, 2025Sep 3, 2008
Gary Lee ParkerMaryville, TnAug 21, 2025Sep 1, 2009
James Matthew MayesNashville, TnAug 21, 2025Dec 10, 2010
James Wilson PowellNashville, TnAug 21, 2025Sep 3, 2008
Janette Judkins LookadooBartlett, TnAug 21, 2025Jul 8, 2010
Jesse Michael TharpKnoxville, TnAug 21, 2025Mar 31, 2009
Joseph Edward GrenviczNashville, TnAug 21, 2025Sep 3, 2008
Kevin Robert ClunanBrentwood, TnAug 21, 2025Sep 3, 2008
Leo Raymond MeanyMurfreesboro, TnAug 21, 2025Jun 24, 2009
Leslie Anne LoganMemphis, TnAug 21, 2025Apr 11, 2012
Lisa Moore CookMemphis, TnAug 21, 2025Sep 3, 2008
Lonnie Leon ListonFranklin, TnAug 21, 2025Sep 3, 2008
Louis Ferree AllenMemphis, TnAug 21, 2025Jul 12, 2012
Melanie Craft ComptonMemphis, TnAug 21, 2025Sep 1, 2009
Melissa Dawn ClarkKnoxville, TnAug 21, 2025Sep 3, 2008
Michael Brian HollenbachMaryville, TnAug 21, 2025Sep 3, 2008
Patrick Sean JohnsonKnoxville, TnAug 21, 2025Jun 25, 2009
Phillip Matthew KnightBrentwood, TnAug 21, 2025Jul 16, 2008
Phillip Wade BrooksFranklin, TnAug 21, 2025Sep 3, 2008
R Bryan BellBrentwood, TnAug 21, 2025Mar 31, 2008
Randy Dolph MyersAthens, TnAug 21, 2025Sep 23, 2010
Richard Dennis ColemanMemphis, TnAug 21, 2025Sep 3, 2008
Ronald Allan RobinsonGermantown, TnAug 21, 2025Apr 20, 2012
Scott Tracy WettengelGallatin, TnAug 21, 2025Sep 3, 2008
Shari Lynn LyleBrentwood, TnAug 21, 2025May 1, 2009
Stacey King HaneyGermantown, TnAug 21, 2025Dec 12, 2008
Stephanie Burleson HawkinsKnoxville, TnAug 21, 2025Sep 3, 2008
Stephanie Davis LovelaceJackson, TnAug 21, 2025Apr 20, 2012
Steven Dale BolesBrentwood, TnAug 21, 2025Dec 19, 2011
Steven Jay McnallyChattanooga, TnAug 21, 2025Sep 3, 2008
Susan Marie FletcherMemphis, TnAug 21, 2025Jul 12, 2012
Teresa Lynn UnickBristol, TnAug 21, 2025Aug 13, 2009
Trevor Scott SmithChattanooga, TnAug 21, 2025Jan 22, 2010
Ward Kimbrough McbeeMemphis, TnAug 21, 2025Jul 16, 2008
William Gardner KarnesKnoxville, TnAug 21, 2025Apr 23, 2009
William Timothy MorganGermantown, TnAug 21, 2025Sep 3, 2008
Yvette Zdonowicz BryanJohnson City, TnAug 21, 2025Jun 26, 2009
Grant Merrill BoucekMemphis, TnAug 22, 2025Jul 27, 2011
Ryan J BelwoodMemphis, TnAug 22, 2025Dec 5, 2011
The rule
Registrations ended
Aug 21, 2025 to Aug 22, 2025
Registered next
Mar 31, 2008 to Jul 12, 2012
Branch state
TN
Cities
18, most in Memphis, Tn
Registered there that day
212 (people still on IAPD; an estimate)
Share of that headcount
24%
Succession by the destination
none on the tape
Other teams out of F•••• H•••••• A•••••••• I••Other teams into F•••• T•••••••• A••••••• S•••••••• I•••