DFX Intelligence
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Team lift-out
2 advisors left K•• I••••••••• S••••••• L•• for H••••••••• F•••••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Bernardi | Brooklyn, Oh | Apr 28, 2023 | May 10, 2023 |
| Bianca Marcellino | Mayfield Heights, Oh | May 1, 2023 | May 8, 2023 |
The rule
- Registrations ended
- Apr 28, 2023 to May 1, 2023
- Registered next
- May 8, 2023 to May 10, 2023
- Branch state
- OH
- Cities
- 1, most in Brooklyn, Oh
- Registered there that day
- 433 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape