DFX Intelligence
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Team lift-out
2 advisors left M•••••• W••••• A••••••• for M••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Carl Phillips | Indianapolis, In | Nov 26, 2018 | Feb 26, 2018 |
| Matthew James Rice | Indianapolis, In | Nov 26, 2018 | Feb 26, 2018 |
The rule
- Registrations ended
- Nov 26, 2018
- Registered next
- Feb 26, 2018
- Branch state
- IN
- Cities
- 1, most in Indianapolis, In
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape