DFX Intelligence
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Team lift-out
3 advisors left S•• W••••• M••••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erin N Pentz | Indianapolis, In | Nov 25, 2024 | Feb 13, 2014 |
| Patrick Brian Morrow | Indianapolis, In | Nov 25, 2024 | Nov 16, 2000 |
| Scott Gaylord Holley | Indianapolis, In | Nov 25, 2024 | Nov 16, 2000 |
The rule
- Registrations ended
- Nov 25, 2024
- Registered next
- Nov 16, 2000 to Feb 13, 2014
- Branch state
- IN
- Cities
- 1, most in Indianapolis, In
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape