DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left S••••••••• A•••••• A•••••••• I••• for C•••• B•••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Azim NakhoodaMayfield Heights, OhApr 13, 2021Mar 1, 2018
David RobertsonMayfield Heights, OhApr 13, 2021Mar 1, 2018
Edward DetomasoMayfield Heights, OhApr 13, 2021Mar 1, 2018
Frank LeganCleveland, OhApr 13, 2021Mar 2, 2018
Howard SlaterMayfield Heights, OhApr 13, 2021Mar 1, 2018
Jeremy Michael SahamMayfield Heights, OhApr 13, 2021Mar 2, 2018
Mark MundayMayfield Heights, OhApr 13, 2021Mar 2, 2018
Rebecca Bar-ShainMayfield Heights, OhApr 13, 2021Mar 1, 2018
William GlubiakMayfield Heights, OhApr 15, 2021Mar 1, 2018
The rule
Registrations ended
Apr 13, 2021 to Apr 15, 2021
Registered next
Mar 1, 2018 to Mar 2, 2018
Branch state
OH
Cities
2, most in Mayfield Heights, Oh
Registered there that day
2,004 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into C•••• B•••• G••••