DFX Intelligence
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Team lift-out
2 advisors left T••••••• F•••••••• L••• for I••••• F••••••••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony John Mercuri | Willoughby Hills, Oh | Jun 16, 2026 | Jul 1, 2026 |
| Edward Paul Giaco | Broadview Heights, Oh | Jun 16, 2026 | Jun 24, 2026 |
The rule
- Registrations ended
- Jun 16, 2026
- Registered next
- Jun 24, 2026 to Jul 1, 2026
- Branch state
- OH
- Cities
- 2, most in Willoughby Hills, Oh
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape