DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Thomas Schneider | Jasper, In | Dec 8, 2020 | Dec 1, 2020 |
| Jennifer Miller Wilkerson | Jasper, In | Dec 8, 2020 | Dec 8, 2020 |
| Karen Marie Lively | Jasper, In | Dec 8, 2020 | Dec 1, 2020 |
The rule
- Registrations ended
- Dec 8, 2020
- Registered next
- Dec 1, 2020 to Dec 8, 2020
- Branch state
- IN
- Cities
- 1, most in Jasper, In
- Registered there that day
- 4,551 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape