DFX Intelligence
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Team lift-out
2 advisors left B••••••• R•••• A•••••••• I••• for V•••••• C•••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin B Whelan | Fishers, In | Feb 21, 2025 | Nov 21, 2024 |
| Thomas Andrew Barrett | Fishers, In | Feb 21, 2025 | Nov 21, 2024 |
The rule
- Registrations ended
- Feb 21, 2025
- Registered next
- Nov 21, 2024
- Branch state
- IN
- Cities
- 1, most in Fishers, In
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape