DFX Intelligence
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Team lift-out
3 advisors left W•••• E••••• G••••• I••• for F•••••••• E••••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Harter | Mooresville, In | Nov 30, 2023 | Jan 6, 2012 |
| Donald Earl Hodson | Indianapolis, In | Dec 1, 2023 | Jan 6, 2012 |
| Joseph Andrew Clark | Anderson, In | Dec 2, 2023 | Jan 3, 2012 |
The rule
- Registrations ended
- Nov 30, 2023 to Dec 2, 2023
- Registered next
- Jan 3, 2012 to Jan 6, 2012
- Branch state
- IN
- Cities
- 3, most in Mooresville, In
- Registered there that day
- 54 (people still on IAPD; an estimate)
- Share of that headcount
- 5.6%
- Succession by the destination
- none on the tape