DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keith A Lewis | Hilliard, Oh | Jul 30, 2021 | Jul 23, 2021 |
| Nathaniel A Wollenberg | Lancaster, Oh | Jul 30, 2021 | Jul 23, 2021 |
The rule
- Registrations ended
- Jul 30, 2021
- Registered next
- Jul 23, 2021
- Branch state
- OH
- Cities
- 1, most in Lancaster, Oh
- Registered there that day
- 546 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape