DFX Intelligence
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Team lift-out
3 advisors left A•••••••• I••••••••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Patrick Schweder | Cincinnati, Oh | Jun 11, 2018 | Jan 11, 2013 |
| Daniel Edward Souders | Cincinnati, Oh | Jun 11, 2018 | Jan 8, 2013 |
| Thomas Knight Macey | Cincinnati, Oh | Jun 11, 2018 | Sep 20, 2016 |
The rule
- Registrations ended
- Jun 11, 2018
- Registered next
- Jan 8, 2013 to Sep 20, 2016
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 37 (people still on IAPD; an estimate)
- Share of that headcount
- 8.1%
- Succession by the destination
- none on the tape