DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Alan WeddleIndianapolis, InNov 4, 2022Oct 27, 2022
Brendon C. HarbronIndianapolis, InNov 4, 2022Oct 27, 2022
Daniel P. ChillemiIndianapolis, InNov 4, 2022Oct 27, 2022
David W. BartzIndianapolis, InNov 4, 2022Oct 27, 2022
George Joseph KempfIndianapolis, InNov 4, 2022Oct 27, 2022
Kathryn M MillerIndianapolis, InNov 4, 2022Oct 27, 2022
Kirsten RobinsonIndianapolis, InNov 4, 2022Dec 18, 2022
Hanna Marie JacksonIndianapolis, InNov 8, 2022Oct 27, 2022
The rule
Registrations ended
Nov 4, 2022 to Nov 8, 2022
Registered next
Oct 27, 2022 to Dec 18, 2022
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
8,525 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into R•• C•••••• M••••••• L••