DFX Intelligence
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Team lift-out
2 advisors left S•• for O•••• W•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Jon Taylor | Toledo, Oh | Jul 22, 2024 | Jul 22, 2024 |
| Michael Luke Wholehan | Toledo, Oh | Jul 22, 2024 | Jul 22, 2024 |
The rule
- Registrations ended
- Jul 22, 2024
- Registered next
- Jul 22, 2024
- Branch state
- OH
- Cities
- 1, most in Toledo, Oh
- Registered there that day
- 425 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape