DFX Intelligence
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Team lift-out
2 advisors left J• W••••• A••••••• L•• for A••••••• A••••• L••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 20, 2025
- Registered next
- Aug 20, 2025 to Aug 21, 2025
- Branch state
- TN
- Cities
- 1, most in Nashville, Tn
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape