DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left O•••• F•• I••• for W•• F•••••••• A•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles W SellsKnoxville, TnDec 17, 2017Jan 22, 2025
Rae Denise Haulk DavisOoltewah, TnDec 17, 2017Mar 23, 2017
Robert L SheetsMaryville, TnDec 17, 2017Aug 15, 2017
Roger Dale DavisKnoxville, TnDec 17, 2017Mar 23, 2017
Luann Craft JarnaginKnoxville, TnDec 20, 2017Aug 15, 2017
The rule
Registrations ended
Dec 17, 2017 to Dec 20, 2017
Registered next
Mar 23, 2017 to Jan 22, 2025
Branch state
TN
Cities
3, most in Knoxville, Tn
Registered there that day
370 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape
Other teams out of O•••• F•• I•••Other teams into W•• F•••••••• A•••••••• L••