DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left J••••• M••••••••• S•••• L•• for R•• C•••••• M••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Scott DickensFranklin, TnJul 1, 2025Jun 26, 2025
James Ervin StephensFranklin, TnJul 11, 2025Jun 26, 2025
James Morris SmithFranklin, TnJul 11, 2025Jun 26, 2025
Jason Richard MinorFranklin, TnJul 11, 2025Jun 26, 2025
Sheala H SmithFranklin, TnJul 11, 2025Jun 26, 2025
The rule
Registrations ended
Jul 1, 2025 to Jul 11, 2025
Registered next
Jun 26, 2025
Branch state
TN
Cities
1, most in Franklin, Tn
Registered there that day
1,236 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of J••••• M••••••••• S•••• L••Other teams into R•• C•••••• M••••••• L••