DFX Intelligence
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Team lift-out
2 advisors left S••••••••• W••••• P••••••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Daniel Wellons | Franklin, Tn | Aug 22, 2018 | Aug 21, 2018 |
| Jeremy Richard George | Franklin, Tn | Aug 22, 2018 | Aug 21, 2018 |
The rule
- Registrations ended
- Aug 22, 2018
- Registered next
- Aug 21, 2018
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 56 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape