DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for S••••••••• P••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Gavin Hahn | Akron, Oh | Oct 15, 2018 | Nov 12, 2014 |
| Carina Shipotofsky Diamond | Cleveland, Oh | Oct 16, 2018 | Nov 7, 2014 |
The rule
- Registrations ended
- Oct 15, 2018 to Oct 16, 2018
- Registered next
- Nov 7, 2014 to Nov 12, 2014
- Branch state
- OH
- Cities
- 2, most in Akron, Oh
- Registered there that day
- 292 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape