DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
6 advisors left U•• F•••••••• S••••••••• L•• for K••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Lee Nieuwlandt | Huntington, In | Nov 27, 2023 | Nov 27, 2023 |
| Jason E White | Fort Wayne, In | Nov 27, 2023 | Nov 27, 2023 |
| Jeffrey A Shelton | Huntington, In | Nov 27, 2023 | Nov 27, 2023 |
| Matthew Eric Fry | Huntington, In | Nov 27, 2023 | Nov 27, 2023 |
| Nathan Allan Shelton | Huntington, In | Nov 27, 2023 | Nov 27, 2023 |
| Piercen Harnish | Huntington, In | Nov 27, 2023 | Nov 27, 2023 |
The rule
- Registrations ended
- Nov 27, 2023
- Registered next
- Nov 27, 2023
- Branch state
- IN
- Cities
- 1, most in Fort Wayne, In
- Registered there that day
- 130 (people still on IAPD; an estimate)
- Share of that headcount
- 4.6%
- Succession by the destination
- none on the tape