DFX Intelligence
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Team lift-out
2 advisors left S•••••• A••••••• P•••••••• L•• for S••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stephen Andrew Heitz | Louisville, Ky | Oct 2, 2024 | Oct 1, 2024 |
| Daniel Joseph Hutcherson | Louisville, Ky | Oct 3, 2024 | Jan 1, 2025 |
The rule
- Registrations ended
- Oct 2, 2024 to Oct 3, 2024
- Registered next
- Oct 1, 2024 to Jan 1, 2025
- Branch state
- KY
- Cities
- 1, most in Louisville, Ky
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape