DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for R•••••• J•••• • A••••••••• I•••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ana Von Heimburg | Bloomington, In | Jun 20, 2025 | Jun 18, 2025 |
| Steven Joseph Fortune | Bloomington, In | Jun 20, 2025 | Jun 18, 2025 |
The rule
- Registrations ended
- Jun 20, 2025
- Registered next
- Jun 18, 2025
- Branch state
- IN
- Cities
- 1, most in Bloomington, In
- Registered there that day
- 22,297 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape