DFX Intelligence
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Team lift-out
4 advisors left M••••••• P••••••• L•• for W•••••• S••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Helene Shafiyan | Cleveland, Oh | Sep 4, 2025 | Sep 3, 2025 |
| Jared Daniel Goodman | Cleveland, Oh | Sep 4, 2025 | Sep 3, 2025 |
| John Vincent Goodman | Cleveland, Oh | Sep 4, 2025 | Sep 3, 2025 |
| Michael Clarence Powers | Cleveland, Oh | Sep 4, 2025 | Sep 3, 2025 |
The rule
- Registrations ended
- Sep 4, 2025
- Registered next
- Sep 3, 2025
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 16%
- Succession by the destination
- none on the tape