DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David W Deahl | South Bend, In | Nov 12, 2025 | Nov 7, 2025 |
| Jeannetta Robinson | Mishawaka, In | Nov 12, 2025 | Nov 7, 2025 |
| Karen L Bauman | Granger, In | Nov 12, 2025 | Nov 7, 2025 |
The rule
- Registrations ended
- Nov 12, 2025
- Registered next
- Nov 7, 2025
- Branch state
- IN
- Cities
- 3, most in Granger, In
- Registered there that day
- 13,922 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape