DFX Intelligence
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Team lift-out
2 advisors left G••••• F••••••••• L•• for P•••••• A•••••• G••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Henry Matthew Hernandez | Carmel, In | Nov 24, 2020 | Oct 3, 2019 |
| Jim David Pinkston | Carmel, In | Nov 24, 2020 | Oct 3, 2019 |
The rule
- Registrations ended
- Nov 24, 2020
- Registered next
- Oct 3, 2019
- Branch state
- IN
- Cities
- 1, most in Carmel, In
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape