DFX Intelligence
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Team lift-out
2 advisors left T•••• W••••• for O•••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 27, 2025
- Registered next
- May 29, 2025
- Branch state
- TN
- Cities
- 2, most in Mt Juliet, Tn
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape