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 G••••••••• W••••• M••••••••• for L•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek A Ghia | Franklin, Tn | Jan 15, 2024 | Jan 9, 2024 |
| Robert Eli Caldwell | Franklin, Tn | Jan 15, 2024 | Jan 9, 2024 |
The rule
- Registrations ended
- Jan 15, 2024
- Registered next
- Jan 9, 2024
- Branch state
- TN
- Cities
- 1, most in Franklin, Tn
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape