DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Holly Leanne AdamsFranklin, TnJul 3, 2026Jun 25, 2026
Peter Yong ChoyFranklin, TnJul 3, 2026Jun 25, 2026
The rule
Registrations ended
Jul 3, 2026
Registered next
Jun 25, 2026
Branch state
TN
Cities
1, most in Franklin, Tn
Registered there that day
9,286 (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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••