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 |
|---|---|---|---|
| Brian Paul Fowles | Avon, Oh | Feb 12, 2019 | Jan 17, 2019 |
| Erik Harpsoe | Avon, Oh | Feb 12, 2019 | Jan 17, 2019 |
The rule
- Registrations ended
- Feb 12, 2019
- Registered next
- Jan 17, 2019
- Branch state
- OH
- Cities
- 1, most in Avon, Oh
- Registered there that day
- 443 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape