DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for I••••••••• F•••••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lee L Heyde | Warsaw, In | Oct 8, 2019 | Sep 19, 2019 |
| Rick James Pearl | Warren, In | Oct 14, 2019 | Sep 19, 2019 |
The rule
- Registrations ended
- Oct 8, 2019 to Oct 14, 2019
- Registered next
- Sep 19, 2019
- Branch state
- IN
- Cities
- 2, most in Warsaw, In
- Registered there that day
- 8,781 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape