DFX Intelligence
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Firm absorbed
3 advisors left W••••••••• A••••••• L•• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brent Walker | Indianapolis, In | Dec 31, 2024 | Dec 2, 2024 |
| Jack Newcomer | Indianapolis, In | Dec 31, 2024 | Dec 2, 2024 |
| Matthew Patrick Holmes | Indianapolis, In | Dec 31, 2024 | Dec 2, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Dec 2, 2024
- Branch state
- IN
- Cities
- 1, most in Indianapolis, In
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape