DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left F•••• H•••••• A•••••••• I•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Wayne BuntinChattanooga, TnAug 11, 2022Aug 11, 2022
Kelsey Whitmire RidgeChattanooga, TnAug 11, 2022Aug 11, 2022
Thomas Lee ButlerChattanooga, TnAug 11, 2022Aug 11, 2022
Hailey Lynn ThomasMemphis, TnAug 12, 2022Aug 12, 2022
Jennifer Marie BrownMemphis, TnAug 12, 2022Aug 12, 2022
Kaleb A SimingtonMemphis, TnAug 12, 2022Aug 12, 2022
Todd Daniel RustonBartlett, TnAug 12, 2022Aug 12, 2022
Wendy Fuller VancleveNashville, TnAug 12, 2022Aug 23, 2022
Zachary Allen WiggsMemphis, TnAug 12, 2022Aug 12, 2022
The rule
Registrations ended
Aug 11, 2022 to Aug 12, 2022
Registered next
Aug 11, 2022 to Aug 23, 2022
Branch state
TN
Cities
4, most in Memphis, Tn
Registered there that day
192 (people still on IAPD; an estimate)
Share of that headcount
4.7%
Succession by the destination
none on the tape
Other teams out of F•••• H•••••• A•••••••• I••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••