DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
James Spiro KarageorgeAthens, OhFeb 5, 2021Feb 4, 2021
Brett Michael BronskiMarietta, OhFeb 8, 2021Feb 4, 2021
Christopher William HallMarietta, OhFeb 8, 2021Feb 4, 2021
Isaac Robert BeardmoreMarietta, OhFeb 8, 2021Feb 4, 2021
Jeremiah Logan KuhnMarietta, OhFeb 8, 2021Feb 4, 2021
Jill Nicole HoweMarietta, OhFeb 8, 2021Feb 5, 2021
Kevin William KnabMarietta, OhFeb 8, 2021Feb 4, 2021
Robert Joseph BlasczykMarietta, OhFeb 8, 2021Feb 8, 2021
Zane Ellis EschbaughMarietta, OhFeb 8, 2021Feb 5, 2021
The rule
Registrations ended
Feb 5, 2021 to Feb 8, 2021
Registered next
Feb 4, 2021 to Feb 8, 2021
Branch state
OH
Cities
2, most in Marietta, Oh
Registered there that day
1,526 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••