DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for M•• C••
national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Bruce Trusty | Jackson, Ms | Apr 5, 2021 | Apr 5, 2021 |
| James Henry Stevens | Jackson, Ms | Apr 8, 2021 | Sep 30, 2022 |
The rule
- Registrations ended
- Apr 5, 2021 to Apr 8, 2021
- Registered next
- Apr 5, 2021 to Sep 30, 2022
- Branch state
- MS
- Cities
- 1, most in Jackson, Ms
- Registered there that day
- 3,971 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape