DFX Intelligence
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Team lift-out
3 advisors left C••••• A•••••• N••••••• L•• for L•••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian William Distler | Geneva, Oh | Aug 3, 2022 | Jul 8, 2021 |
| Julie Marie Distler | Valley View, Oh | Aug 3, 2022 | Aug 19, 2021 |
| Kayla Ann Stowe | Mentor, Oh | Aug 3, 2022 | Aug 19, 2021 |
The rule
- Registrations ended
- Aug 3, 2022
- Registered next
- Jul 8, 2021 to Aug 19, 2021
- Branch state
- OH
- Cities
- 3, most in Geneva, Oh
- Registered there that day
- 482 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape