DFX Intelligence
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Team lift-out
3 advisors left C•••• • P••••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David William Poland | Jackson, Ms | Jun 25, 2025 | Jun 2, 2025 |
| Elizabeth Williams Reeves | Jackson, Ms | Jun 25, 2025 | Jun 2, 2025 |
| Micheal Allen Byers | Jackson, Ms | Jun 25, 2025 | Jun 2, 2025 |
The rule
- Registrations ended
- Jun 25, 2025
- Registered next
- Jun 2, 2025
- Branch state
- MS
- Cities
- 1, most in Jackson, Ms
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape