DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left 1••• A••••••• for T••••••• S••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank Andrew Ingwersen | Columbus, Oh | Jan 17, 2023 | Jan 20, 2023 |
| Joel David Cox | Columbus, Oh | Jan 17, 2023 | Jan 20, 2023 |
| Robert Lester Fox | Columbus, Oh | Jan 17, 2023 | Jan 20, 2023 |
The rule
- Registrations ended
- Jan 17, 2023
- Registered next
- Jan 20, 2023
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape