DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for K••••• P•••••• W••••• S•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Francine OlsenMemphis, TnJan 14, 2025Jan 14, 2025
Jennifer L DaveyMemphis, TnJan 15, 2025Jan 14, 2025
The rule
Registrations ended
Jan 14, 2025 to Jan 15, 2025
Registered next
Jan 14, 2025
Branch state
TN
Cities
1, most in Memphis, Tn
Registered there that day
9,102 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into K••••• P•••••• W••••• S•••••••• L••