DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerald Hannah | Meridian, Ms | Aug 11, 2026 | Jul 30, 2026 |
| Jane Ann Collins | Meridian, Ms | Aug 11, 2026 | Jul 30, 2026 |
| Marvin Wade Sims | Meridian, Ms | Aug 11, 2026 | Jul 30, 2026 |
| Robert Anthony Coffin | Meridian, Ms | Aug 11, 2026 | Jul 30, 2026 |
| Roy Alan Lamar | Oxford, Ms | Aug 11, 2026 | Jul 30, 2026 |
The rule
- Registrations ended
- Aug 11, 2026
- Registered next
- Jul 30, 2026
- Branch state
- MS
- Cities
- 2, most in Meridian, Ms
- Registered there that day
- 14,610 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape