DFX Intelligence
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Team lift-out
2 advisors left C••••• S••••• A•••••••• I••• for C•••••• A•••••• N••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jared Johnson Wickes | Lafayette, In | Jul 16, 2018 | Jul 17, 2018 |
| Peter Kevin Johnson | Lafayette, In | Jul 16, 2018 | Jul 17, 2018 |
The rule
- Registrations ended
- Jul 16, 2018
- Registered next
- Jul 17, 2018
- Branch state
- IN
- Cities
- 1, most in Lafayette, In
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 4.5%
- Succession by the destination
- none on the tape