DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for S•••••• W••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew David Smith | Dublin, Oh | Dec 13, 2018 | Nov 1, 2018 |
| Eric Ross Susi | Dublin, Oh | Dec 13, 2018 | Nov 1, 2018 |
The rule
- Registrations ended
- Dec 13, 2018
- Registered next
- Nov 1, 2018
- Branch state
- OH
- Cities
- 1, most in Dublin, Oh
- Registered there that day
- 445 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape