DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for B••• J•• F•••••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Richard Bernal | Defiance, Oh | May 2, 2018 | Apr 24, 2018 |
| Jason Taylor Demland | Defiance, Oh | May 2, 2018 | Apr 24, 2018 |
The rule
- Registrations ended
- May 2, 2018
- Registered next
- Apr 24, 2018
- Branch state
- OH
- Cities
- 1, most in Defiance, Oh
- Registered there that day
- 334 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape