DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for W••••••• F•••••••• S•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Bradley Montgomery | Columbus, Oh | Nov 16, 2022 | Nov 16, 2022 |
| William Eugene Ward | Westerville, Oh | Nov 18, 2022 | Nov 15, 2022 |
The rule
- Registrations ended
- Nov 16, 2022 to Nov 18, 2022
- Registered next
- Nov 15, 2022 to Nov 16, 2022
- Branch state
- OH
- Cities
- 2, most in Columbus, Oh
- Registered there that day
- 453 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape