DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for 3•• W••••• M••••••••• G••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Keith PinsonMason, OhJun 15, 2021May 19, 2021
William Lewis HaaseMason, OhJun 15, 2021May 21, 2021
William Michael HaaseCincinnati, OhJun 15, 2021May 19, 2021
The rule
Registrations ended
Jun 15, 2021
Registered next
May 19, 2021 to May 21, 2021
Branch state
OH
Cities
2, most in Mason, Oh
Registered there that day
1,556 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into 3•• W••••• M••••••••• G••••