DFX Intelligence
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Team lift-out
3 advisors left P•••••••• S••••••••• I••• for T•• A•••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derrick Louis Sweeney | Columbus, Oh | Nov 2, 2022 | Oct 26, 2022 |
| Ryan Bradley Smith | Columbus, Oh | Nov 2, 2022 | Oct 26, 2022 |
| Zachary J Weimann | Columbus, Oh | Nov 2, 2022 | Oct 27, 2022 |
The rule
- Registrations ended
- Nov 2, 2022
- Registered next
- Oct 26, 2022 to Oct 27, 2022
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 1,093 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape