DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for R••••• W• B•••• • C•• I•••••••••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Taylor RayCookeville, TnFeb 23, 2021Feb 18, 2021
John Stephen BootsNashville, TnFeb 23, 2021Feb 12, 2021
Lawrence Edward TaylorNashville, TnFeb 23, 2021Feb 16, 2021
Rachel DaltonNashville, TnFeb 23, 2021Feb 12, 2021
The rule
Registrations ended
Feb 23, 2021
Registered next
Feb 12, 2021 to Feb 18, 2021
Branch state
TN
Cities
2, most in Nashville, Tn
Registered there that day
7,826 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into R••••• W• B•••• • C•• I•••••••••