DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for W••••• A••••••• S••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Johnelle Michael Smith | Indianapolis, In | Nov 18, 2019 | Sep 28, 2019 |
| Steven Richard Smith | Indianapolis, In | Nov 18, 2019 | Sep 30, 2019 |
The rule
- Registrations ended
- Nov 18, 2019
- Registered next
- Sep 28, 2019 to Sep 30, 2019
- Branch state
- IN
- Cities
- 1, most in Indianapolis, In
- Registered there that day
- 14,409 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape