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
2 advisors left S•• for L••••••••• W••••• A•••••••
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Sheldon Lineweaver | Valley View, Oh | Feb 5, 2015 | Feb 2, 2015 |
| Mark Robert Niederhelman | Valley View, Oh | Feb 5, 2015 | Feb 4, 2015 |
The rule
- Registrations ended
- Feb 5, 2015
- Registered next
- Feb 2, 2015 to Feb 4, 2015
- Branch state
- OH
- Cities
- 1, most in Valley View, Oh
- Registered there that day
- 457 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape