DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for R••••••• W••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Richard Stalnaker | Fairview Park, Oh | Jan 28, 2021 | Jul 10, 2018 |
| Joseph John Kovach | Fairview Park, Oh | Jan 28, 2021 | Jul 10, 2018 |
The rule
- Registrations ended
- Jan 28, 2021
- Registered next
- Jul 10, 2018
- Branch state
- OH
- Cities
- 1, most in Fairview Park, Oh
- Registered there that day
- 223 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape