DFX Intelligence
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Team lift-out
3 advisors left R••••• W• B•••• • C•• I••••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
mixed wealthtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carleen B Harbin | Kingsport, Tn | Sep 20, 2023 | Sep 11, 2023 |
| Jennifer Lynn Elders | Kingsport, Tn | Sep 20, 2023 | Sep 11, 2023 |
| Luke Frederick Elders | Kingsport, Tn | Sep 20, 2023 | Sep 11, 2023 |
The rule
- Registrations ended
- Sep 20, 2023
- Registered next
- Sep 11, 2023
- Branch state
- TN
- Cities
- 1, most in Kingsport, Tn
- Registered there that day
- 2,180 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape