DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for B••••• P••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Tyler Gergely | Warsaw, In | Aug 6, 2025 | Aug 7, 2025 |
| William Floyd Day | Warsaw, In | Aug 7, 2025 | Aug 6, 2025 |
| Alan Scott Alderfer | Warsaw, In | Aug 13, 2025 | Aug 15, 2025 |
The rule
- Registrations ended
- Aug 6, 2025 to Aug 13, 2025
- Registered next
- Aug 6, 2025 to Aug 15, 2025
- Branch state
- IN
- Cities
- 1, most in Warsaw, In
- Registered there that day
- 20,726 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape