DFX Intelligence
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Team lift-out
3 advisors left H••••• I••••••••• M••••••••• L•• for V••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kurtis Wesley Barnett | Cincinnati, Oh | Aug 22, 2018 | Aug 21, 2018 |
| Tammy Lee Byrd | Cincinnati, Oh | Aug 22, 2018 | Aug 28, 2018 |
| Steven Ralph Anderson | Cincinnati, Oh | Aug 27, 2018 | Sep 6, 2018 |
The rule
- Registrations ended
- Aug 22, 2018 to Aug 27, 2018
- Registered next
- Aug 21, 2018 to Sep 6, 2018
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 118 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape