DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian David Smith | Beavercreek, Oh | Jul 8, 2019 | Jul 8, 2019 |
| Jerald Lewis Butts | Beavercreek, Oh | Jul 8, 2019 | Jul 9, 2019 |
The rule
- Registrations ended
- Jul 8, 2019
- Registered next
- Jul 8, 2019 to Jul 9, 2019
- Branch state
- OH
- Cities
- 1, most in Beavercreek, Oh
- Registered there that day
- 1,497 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape