DFX Intelligence
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Team lift-out
2 advisors left P•• W••••• M••••••••• for C••••••• F•••••••• D••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Kennedy Kretz | Carmel, In | Jul 7, 2026 | Jul 2, 2026 |
| Sue Ellen Allbaugh | Logansport, In | Jul 7, 2026 | Jul 6, 2026 |
The rule
- Registrations ended
- Jul 7, 2026
- Registered next
- Jul 2, 2026 to Jul 6, 2026
- Branch state
- IN
- Cities
- 2, most in Carmel, In
- Registered there that day
- 1,124 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape