DFX Intelligence
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Team lift-out
3 advisors left F•••• H•••••• A•••••••• I•• for N•••••• A•••••••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Heath Raper | Memphis, Tn | Oct 6, 2022 | Sep 23, 2022 |
| Lindsay Thomas Pelkey | Memphis, Tn | Oct 6, 2022 | Sep 23, 2022 |
| Mary Patterson Cannon | Memphis, Tn | Oct 6, 2022 | Sep 23, 2022 |
The rule
- Registrations ended
- Oct 6, 2022
- Registered next
- Sep 23, 2022
- Branch state
- TN
- Cities
- 1, most in Memphis, Tn
- Registered there that day
- 183 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- a succession within a year (Nov 1, 2021), not necessarily this firm