DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cody Huth | Wooster, Oh | Oct 30, 2024 | Oct 25, 2024 |
| Jeffrey Swartzentruber | Wooster, Oh | Oct 30, 2024 | Oct 30, 2024 |
| Logan Perry Swartzentruber | Wooster, Oh | Oct 30, 2024 | Oct 25, 2024 |
The rule
- Registrations ended
- Oct 30, 2024
- Registered next
- Oct 25, 2024 to Oct 30, 2024
- Branch state
- OH
- Cities
- 1, most in Wooster, Oh
- Registered there that day
- 2,977 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape