DFX Intelligence
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Team lift-out
2 advisors left S••••••••• W••••• P••••••• for S•••••• P••••••• I••••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Samuel Jacob Rice | Franklin, Tn | May 3, 2024 | May 21, 2024 |
| Thomas Edward Noah Doerfler | Franklin, Tn | May 3, 2024 | Apr 12, 2024 |
The rule
- Registrations ended
- May 3, 2024
- Registered next
- Apr 12, 2024 to May 21, 2024
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 102 (people still on IAPD; an estimate)
- Share of that headcount
- 2.0%
- Succession by the destination
- none on the tape