DFX Intelligence
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Team lift-out
4 advisors left O•••• W•••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew William Moulton | Carmel, In | Dec 3, 2025 | Dec 2, 2025 |
| Donald Scott Penn | Carmel, In | Dec 3, 2025 | Dec 1, 2025 |
| Timothy Abner Johnston | Lafayette, In | Dec 3, 2025 | Dec 1, 2025 |
| Elizabeth Grace Yeo | Carmel, In | Dec 9, 2025 | Dec 1, 2025 |
The rule
- Registrations ended
- Dec 3, 2025 to Dec 9, 2025
- Registered next
- Dec 1, 2025 to Dec 2, 2025
- Branch state
- IN
- Cities
- 2, most in Carmel, In
- Registered there that day
- 7,886 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape