DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for R•••••• J•••• • A••••••••• I•••
mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel R. Schmidt | Fort Wayne, In | Jun 21, 2024 | Jun 17, 2024 |
| Matthew Jacob Schmidt | Fort Wayne, In | Jun 21, 2024 | Jun 17, 2024 |
The rule
- Registrations ended
- Jun 21, 2024
- Registered next
- Jun 17, 2024
- Branch state
- IN
- Cities
- 1, most in Fort Wayne, In
- Registered there that day
- 2,265 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape