DFX Intelligence
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Team lift-out
2 advisors left V•••••• A•••••••• I••• for L•• F•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charlie David Pool | Akron, Oh | Jul 17, 2018 | Jul 18, 2018 |
| Philip Vincent Gallagher | Bellbrook, Oh | Jul 17, 2018 | Jul 18, 2018 |
The rule
- Registrations ended
- Jul 17, 2018
- Registered next
- Jul 18, 2018
- Branch state
- OH
- Cities
- 2, most in Akron, Oh
- Registered there that day
- 167 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape