DFX Intelligence
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Team lift-out
2 advisors left E••••••••• A••••••• L•• for K•••••••• W••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 22, 2025
- Registered next
- Jul 17, 2024 to Dec 2, 2024
- Branch state
- TN
- Cities
- 1, most in Winchester, Tn
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape