DFX Intelligence
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Team lift-out
4 advisors left B••••••• R•••• A•••••••• I••• for V•••••• C•••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Jeffrey Hitchcock Schuler | Fishers, In | Dec 16, 2024 | Dec 19, 2024 |
| Carlos Alberto Sanchez | Fishers, In | Dec 16, 2024 | Nov 26, 2024 |
| Matthew Charles Sanchez | Fishers, In | Dec 16, 2024 | Nov 27, 2024 |
| Rachel Ann Leahy | Fishers, In | Dec 16, 2024 | Nov 26, 2024 |
The rule
- Registrations ended
- Dec 16, 2024
- Registered next
- Nov 26, 2024 to Dec 19, 2024
- Branch state
- IN
- Cities
- 1, most in Fishers, In
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 44%
- Succession by the destination
- none on the tape