DFX Intelligence
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Team lift-out
2 advisors left O• I••••••••• M••••••••• C• for M•• I•••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stephen Mcgoff | Cincinnati, Oh | Dec 31, 2018 | Jul 17, 2019 |
| Valerie A Schmitz | Columbia Station, Oh | Dec 31, 2018 | Jan 22, 2019 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Jan 22, 2019 to Jul 17, 2019
- Branch state
- OH
- Cities
- 2, most in Cincinnati, Oh
- Registered there that day
- 268 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape