DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for I•••••• A•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew James Lehman | Dublin, Oh | Nov 23, 2021 | Nov 2, 2021 |
| Matthew Paul Bonito | Columbus, Oh | Nov 23, 2021 | Nov 2, 2021 |
The rule
- Registrations ended
- Nov 23, 2021
- Registered next
- Nov 2, 2021
- Branch state
- OH
- Cities
- 2, most in Columbus, Oh
- Registered there that day
- 476 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape