DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Feixueer Luo | Columbus, In | Nov 1, 2024 | Oct 30, 2024 |
| Jodi Ann Engelstad | Columbus, In | Nov 7, 2024 | Oct 30, 2024 |
| Steven Arnold Engelstad | Columbus, In | Nov 7, 2024 | Oct 30, 2024 |
The rule
- Registrations ended
- Nov 1, 2024 to Nov 7, 2024
- Registered next
- Oct 30, 2024
- Branch state
- IN
- Cities
- 1, most in Columbus, In
- Registered there that day
- 5,615 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape