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
2 advisors left W•• F•••••••• A•••••••• L•• for S•••• I••••• S••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rae Denise Haulk Davis | Ooltewah, Tn | Oct 3, 2025 | Sep 30, 2025 |
| Roger Dale Davis | Chattanooga, Tn | Oct 3, 2025 | Sep 30, 2025 |
The rule
- Registrations ended
- Oct 3, 2025
- Registered next
- Sep 30, 2025
- Branch state
- TN
- Cities
- 2, most in Chattanooga, Tn
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape