DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••••• P•••• W••••• P•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Keith MarvelIndianapolis, InJan 27, 2026Aug 28, 2026
Harrison Taylor McdougalIndianapolis, InJan 27, 2026Jan 23, 2026
Jonathon Arnold ShurtzIndianapolis, InJan 27, 2026Jan 23, 2026
William T TurnerIndianapolis, InJan 27, 2026Jan 23, 2026
Madeline A ArmstrongIndianapolis, InJan 28, 2026Jan 23, 2026
The rule
Registrations ended
Jan 27, 2026 to Jan 28, 2026
Registered next
Jan 23, 2026 to Sep 9, 2026
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
24,864 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into E•••••••• P•••• W••••• P•••••••• L••