DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for G••••• F•••••••• G••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allison Marie Szkody | Troy, Oh | Feb 6, 2026 | Feb 2, 2026 |
| Daniel M. Gudorf | Centerville, Oh | Feb 6, 2026 | Feb 2, 2026 |
The rule
- Registrations ended
- Feb 6, 2026
- Registered next
- Feb 2, 2026
- Branch state
- OH
- Cities
- 1, most in Centerville, Oh
- Registered there that day
- 3,875 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape