DFX Intelligence
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Team lift-out
2 advisors left T••••••••• W••••• P••••••• for S••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Thomas Rykovich | Greenwood, In | Dec 17, 2021 | Sep 16, 2021 |
| Stephanie Lynn Willison | Greenwood, In | Dec 17, 2021 | Sep 16, 2021 |
The rule
- Registrations ended
- Dec 17, 2021
- Registered next
- Sep 16, 2021
- Branch state
- IN
- Cities
- 1, most in Greenwood, In
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape