DFX Intelligence
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Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for H•••••• W••••• • T•• S••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew David Aurenz | Mishawaka, In | Jan 31, 2018 | Jan 31, 2018 |
| Erik William Brenner | Fort Wayne, In | Feb 6, 2018 | Jan 30, 2018 |
| William Lee Davis | Peru, In | Feb 6, 2018 | Mar 2, 2018 |
The rule
- Registrations ended
- Jan 31, 2018 to Feb 6, 2018
- Registered next
- Jan 30, 2018 to Mar 2, 2018
- Branch state
- IN
- Cities
- 3, most in Mishawaka, In
- Registered there that day
- 8,169 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape