DFX Intelligence
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Team lift-out
4 advisors left A•••••••• I••••••••• M••••••••• L•• for S•••••• F•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine C Zaino | Springfield, Oh | Aug 20, 2019 | Aug 25, 2019 |
| Clark Alan Engle | Springfield, Oh | Aug 20, 2019 | Aug 25, 2019 |
| Philip Steven Scott | Springfield, Oh | Aug 20, 2019 | Aug 25, 2019 |
| Rodney Tracey Flannery | Columbus, Oh | Aug 20, 2019 | Aug 25, 2019 |
The rule
- Registrations ended
- Aug 20, 2019
- Registered next
- Aug 25, 2019
- Branch state
- OH
- Cities
- 2, most in Springfield, Oh
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape