DFX Intelligence
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Team lift-out
2 advisors left F•••••••• P••••••• R••••••••• I••• for ••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Edward Bucholtz | Willoughby Hills, Oh | Jan 1, 2023 | Sep 8, 2026 |
| James Frank Tracz | Willoughby Hills, Oh | Jan 1, 2023 | Sep 8, 2026 |
The rule
- Registrations ended
- Jan 1, 2023
- Registered next
- Sep 8, 2026
- Branch state
- OH
- Cities
- 1, most in Willoughby Hills, Oh
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape