DFX Intelligence
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Team lift-out
2 advisors left M••• C•••••• M••••••••• L•• for C••••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Tracy Hackney | Nashville, Tn | Aug 7, 2026 | Jul 20, 2026 |
| Laura Jane Davis | Nashville, Tn | Aug 7, 2026 | Jul 13, 2026 |
The rule
- Registrations ended
- Aug 7, 2026
- Registered next
- Jul 13, 2026 to Jul 20, 2026
- Branch state
- TN
- Cities
- 1, most in Nashville, 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