DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathryn Haislip Lintz | Lewisburg, Tn | Nov 27, 2024 | Nov 11, 2024 |
| Whitney Lane Norie Shimatsu | Columbia, Tn | Nov 27, 2024 | Nov 12, 2024 |
| Clyde Clifton Allen | Brentwood, Tn | Dec 10, 2024 | Nov 12, 2024 |
| Michael Andrew Wickberg | Frankewing, Tn | Dec 10, 2024 | Nov 11, 2024 |
The rule
- Registrations ended
- Nov 27, 2024 to Dec 10, 2024
- Registered next
- Nov 11, 2024 to Nov 12, 2024
- Branch state
- TN
- Cities
- 3, most in Columbia, Tn
- Registered there that day
- 17,748 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape