DFX Intelligence
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Team lift-out
3 advisors left R••••• W• B•••• • C•• I••••••••• for A••••••••• F•••••••• S•••••••• L••
mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Alan Westhafer | Greensburg, In | Mar 10, 2023 | Mar 3, 2023 |
| Michael Tomson Moore | Greensburg, In | Mar 10, 2023 | Mar 3, 2023 |
| Theresa Elizabeth Schwering | Greensburg, In | Mar 10, 2023 | Mar 22, 2023 |
The rule
- Registrations ended
- Mar 10, 2023
- Registered next
- Mar 3, 2023 to Mar 22, 2023
- Branch state
- IN
- Cities
- 1, most in Greensburg, In
- Registered there that day
- 2,119 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape