DFX Intelligence
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Team lift-out
3 advisors left I••••••••• F•••••••• P••••••• for P•••••• A•••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Lane Smith | Schererville, In | Dec 26, 2018 | Dec 15, 2018 |
| Chad Jeremy Mast | Shererville, In | Dec 26, 2018 | Nov 15, 2018 |
| James Robert Mehok | Schererville, In | Dec 26, 2018 | Nov 15, 2018 |
The rule
- Registrations ended
- Dec 26, 2018
- Registered next
- Nov 15, 2018 to Dec 15, 2018
- Branch state
- IN
- Cities
- 2, most in Schererville, In
- Registered there that day
- 337 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape