DFX Intelligence
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2 advisors left N••••••••• I••••••••• A•••••••• L•• for P••••••• C•••••• A••••••• C•••••••••
Team lift-outjoined P••••••• C•••••• A••••••• C•••••••••
No date on record · this record
No date on record · this record
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dennison George Davis | Columbus, Oh | Oct 29, 2021 | Nov 12, 2021 |
| Brooks M Morgan | Columbus, Oh | Nov 1, 2021 | Oct 26, 2021 |
The rule
- Registrations ended
- Oct 29, 2021 to Nov 1, 2021
- Registered next
- Oct 26, 2021 to Nov 12, 2021
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 300 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape