DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for M••• W•••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dale Self | Indianapolis, In | Jan 8, 2023 | Jan 6, 2023 |
| Lane C. Stamper | Indianapolis, In | Jan 8, 2023 | Jan 20, 2023 |
The rule
- Registrations ended
- Jan 8, 2023
- Registered next
- Jan 6, 2023 to Jan 20, 2023
- Branch state
- IN
- Cities
- 1, most in Indianapolis, In
- Registered there that day
- 7,586 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape