DFX Intelligence
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Team lift-out
3 advisors left V•••••• C•••••• M••••••••• L• for C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas Andrew Barrett | Fishers, In | Jun 16, 2026 | Jun 22, 2026 |
| Justin B Whelan | Fishers, In | Jun 17, 2026 | Jun 17, 2026 |
The rule
- Registrations ended
- Jun 16, 2026 to Jun 17, 2026
- Registered next
- Jun 17, 2026 to Jun 23, 2026
- Branch state
- IN
- Cities
- 1, most in Fishers, In
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape