DFX Intelligence
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Team lift-out
2 advisors left C••• B•••••••• S•••••••• I••• for E••••• J••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sara Janelle Smith | Dayton, Oh | May 6, 2019 | May 6, 2019 |
| William Forst Elliott | Dayton, Oh | May 6, 2019 | May 6, 2019 |
The rule
- Registrations ended
- May 6, 2019
- Registered next
- May 6, 2019
- Branch state
- OH
- Cities
- 1, most in Dayton, Oh
- Registered there that day
- 482 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape