DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for T••••••• S••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Wesley Sullivan | Mishawaka, In | Dec 17, 2024 | Dec 9, 2024 |
| Edward Lee Patzer | Mishawaka, In | Dec 17, 2024 | Dec 6, 2024 |
| Matthew Cotton | Mishawaka, In | Dec 17, 2024 | Dec 3, 2024 |
| Mitchell Patzer | Mishawaka, In | Dec 17, 2024 | Dec 3, 2024 |
The rule
- Registrations ended
- Dec 17, 2024
- Registered next
- Dec 3, 2024 to Dec 9, 2024
- Branch state
- IN
- Cities
- 1, most in Mishawaka, In
- Registered there that day
- 3,020 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape