DFX Intelligence
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Team lift-out
3 advisors left L••••• F••••••••• I••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gaye Messmer Pike | Columbia, Tn | Aug 19, 2025 | Aug 18, 2025 |
| Montee Allan Sneed | Columbia, Tn | Aug 19, 2025 | Aug 18, 2025 |
| Thomas Hardin Sneed | Columbia, Tn | Aug 19, 2025 | Aug 18, 2025 |
The rule
- Registrations ended
- Aug 19, 2025
- Registered next
- Aug 18, 2025
- Branch state
- TN
- Cities
- 1, most in Columbia, Tn
- Registered there that day
- 70 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape