DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left T•• A•••••••• L•• for T•• G••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Chevonne Wrenn FarlerBrentwood, TnDec 31, 2022Dec 2, 2022
Jeffrey Lynn LittrellBrentwood, TnDec 31, 2022Dec 2, 2022
Joshua Brown DavisBrentwood, TnDec 31, 2022Jan 1, 2026
William Lyttleton ButlerBrentwood, TnDec 31, 2022Dec 2, 2022
The rule
Registrations ended
Dec 31, 2022
Registered next
Dec 2, 2022 to Sep 14, 2026
Branch state
TN
Cities
1, most in Brentwood, Tn
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
a succession within a year (Dec 19, 2022), not necessarily this firm
Other teams out of T•• A•••••••• L••Other teams into T•• G••••• A•••• M••••••••• L••