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
2 advisors left E••••• J•••• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Wayne Allen | Bloomington, In | Dec 1, 2022 | Nov 30, 2022 |
| Ryan Hale | South Bend, In | Dec 12, 2022 | Dec 12, 2022 |
The rule
- Registrations ended
- Dec 1, 2022 to Dec 12, 2022
- Registered next
- Nov 30, 2022 to Dec 12, 2022
- Branch state
- IN
- Cities
- 2, most in Bloomington, In
- Registered there that day
- 18,787 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape