DFX Intelligence
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Team lift-out
3 advisors left C•••• • P••••• for M•••• • C••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bobby Joe Miles | Jackson, Ms | Jul 17, 2026 | Jul 17, 2026 |
| Julie Coopwood Carpenter | Jackson, Ms | Jul 17, 2026 | Jul 17, 2026 |
| Loreli Ann Ghee | Jackson, Ms | Jul 29, 2026 | Jul 20, 2026 |
The rule
- Registrations ended
- Jul 17, 2026 to Jul 29, 2026
- Registered next
- Jul 17, 2026 to Jul 20, 2026
- Branch state
- MS
- Cities
- 1, most in Jackson, Ms
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape