DFX Intelligence
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Team lift-out
3 advisors left G•••••• I••••••••• M••••••••• for R••••• W• B•••• • C•• I•••••••••
mixed wealthtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dean Paul Weseli | Carmel, In | May 12, 2026 | Apr 16, 2026 |
| Donald Joseph Hutchinson | Carmel, In | May 12, 2026 | Apr 16, 2026 |
| Jeffrey Joseph Borgert | Carmel, In | May 12, 2026 | Apr 16, 2026 |
The rule
- Registrations ended
- May 12, 2026
- Registered next
- Apr 16, 2026
- Branch state
- IN
- Cities
- 1, most in Carmel, In
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape