DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
2 advisors left M•• C•••••• M••••••••• L•• for B•••••••• P•••••• W•••••• L••
Team lift-outjoined B•••••••• P•••••• W•••••• L••
No date on record · this record
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Robert Barr | Cleveland, Oh | May 2, 2022 | May 18, 2023 |
| Stephanie Lynn Sandle | Cleveland, Oh | May 2, 2022 | May 18, 2023 |
The rule
- Registrations ended
- May 2, 2022
- Registered next
- May 18, 2023
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 92 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape