DFX Intelligence
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Team lift-out
4 advisors left M•• I•••••••• S•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Meeks | Solon, Oh | Jul 22, 2026 | Jul 14, 2026 |
| Mark Joseph Zumack | Cleveland, Oh | Jul 22, 2026 | Jul 15, 2026 |
| Philip Andrew Lago | Solon, Oh | Jul 22, 2026 | Jul 14, 2026 |
| Todd William Schultz | Fairview Park, Oh | Jul 23, 2026 | Jul 14, 2026 |
The rule
- Registrations ended
- Jul 22, 2026 to Jul 23, 2026
- Registered next
- Jul 14, 2026 to Jul 15, 2026
- Branch state
- OH
- Cities
- 3, most in Solon, Oh
- Registered there that day
- 4,987 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape