DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for B••• P•••••• W•••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Margaret Dahlgren Pape | Louisville, Ky | Nov 13, 2021 | Jan 21, 2022 |
| Timothy Chad Logsdon | Louisville, Ky | Nov 13, 2021 | Feb 1, 2022 |
The rule
- Registrations ended
- Nov 13, 2021
- Registered next
- Jan 21, 2022 to Feb 1, 2022
- Branch state
- KY
- Cities
- 1, most in Louisville, Ky
- Registered there that day
- 6,324 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape