DFX Intelligence
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Team lift-out
4 advisors left S•• A•••••••• I••• for S••••• O•• S••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joanna R Habegger | Greenwood, In | Sep 20, 2018 | Sep 21, 2018 |
| Grant Mitchell Schrock | Nappanee, In | Sep 23, 2018 | Sep 25, 2018 |
| Larry Jay Moss | Clay City, In | Sep 23, 2018 | Sep 27, 2018 |
| Paul Raymond Tingley | Greenwood, In | Sep 23, 2018 | Oct 25, 2018 |
The rule
- Registrations ended
- Sep 20, 2018 to Sep 23, 2018
- Registered next
- Sep 21, 2018 to Oct 25, 2018
- Branch state
- IN
- Cities
- 3, most in Greenwood, In
- Registered there that day
- 184 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape