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.
Firm absorbed
8 advisors left E••••••••• P•••••••• L•• for K•••••••• W••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Jones | Winchester, Tn | Apr 2, 2025 | Jun 23, 2025 |
| Christopher Allan Cooley | Winchester, Tn | Apr 2, 2025 | Jul 8, 2024 |
| Christopher Paige Scarborough | Winchester, Tn | Apr 2, 2025 | Sep 30, 2024 |
| Gregory Lewis Stephens | Winchester, Tn | Apr 2, 2025 | Jul 3, 2024 |
| John Currier Goodson | Winchester, Tn | Apr 2, 2025 | Aug 15, 2024 |
| Keith Earl Spelmon | Winchester, Tn | Apr 2, 2025 | Jul 1, 2024 |
| Seth Waltman | Winchester, Tn | Apr 2, 2025 | Jul 2, 2024 |
| Todd Joseph Meucci | Franklin, Tn | Apr 2, 2025 | Jul 17, 2024 |
The rule
- Registrations ended
- Apr 2, 2025
- Registered next
- Jul 1, 2024 to Jun 23, 2025
- Branch state
- TN
- Cities
- 2, most in Winchester, Tn
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 73%
- Succession by the destination
- none on the tape