DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for R••••• W• B•••• • C•• I•••••••••
national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kurtis Chase Schletzer | Franklin, In | Oct 23, 2023 | Oct 20, 2023 |
| Dustin Ray Heuchan | Franklin, In | Oct 29, 2023 | Oct 24, 2023 |
The rule
- Registrations ended
- Oct 23, 2023 to Oct 29, 2023
- Registered next
- Oct 20, 2023 to Oct 24, 2023
- Branch state
- IN
- Cities
- 1, most in Franklin, In
- Registered there that day
- 19,726 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape