DFX Intelligence
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Team lift-out
3 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for G•••••••• W••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| C.Brian Mckee | Greenwood, In | Nov 5, 2021 | Nov 1, 2021 |
| David A Diekmann | Evansville, In | Nov 5, 2021 | Nov 1, 2021 |
| Joshua David Mcglothlin | Greenwood, In | Nov 5, 2021 | Nov 1, 2021 |
The rule
- Registrations ended
- Nov 5, 2021
- Registered next
- Nov 1, 2021
- Branch state
- IN
- Cities
- 2, most in Greenwood, In
- Registered there that day
- 3,016 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- a succession within a year (Apr 1, 2022), not necessarily this firm