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.
Team lift-out
3 advisors left S••••••••• A•••••• A•••••••• I••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Martin Gilbert | Elyria, Oh | Apr 18, 2022 | Apr 13, 2022 |
| John Gerard Vertal | Avon, Oh | Apr 18, 2022 | Apr 18, 2022 |
| Ross Daniel Cochrell | Wooster, Oh | Apr 18, 2022 | Apr 14, 2022 |
The rule
- Registrations ended
- Apr 18, 2022
- Registered next
- Apr 13, 2022 to Apr 18, 2022
- Branch state
- OH
- Cities
- 3, most in Elyria, Oh
- Registered there that day
- 2,000 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape