DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left T••••••• I••••••••• M••••••••• I••• for N•••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Richard Carter | Valparaiso, In | Apr 27, 2026 | Apr 24, 2026 |
| Jonathan David Spoolstra | Valparaiso, In | Apr 27, 2026 | Apr 24, 2026 |
| Matthew Colin Mcguirl | Carmel, In | Apr 27, 2026 | Apr 24, 2026 |
The rule
- Registrations ended
- Apr 27, 2026
- Registered next
- Apr 24, 2026
- Branch state
- IN
- Cities
- 2, most in Valparaiso, In
- Registered there that day
- 2,955 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape