DFX Intelligence
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Team lift-out
2 advisors left C••••••••• C•••••• S••••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward Taylor Mcdannold | Cincinnati, Oh | Jul 5, 2023 | Jul 5, 2023 |
| Jason Matthew Nelson | Cincinnati, Oh | Jul 5, 2023 | Jul 3, 2023 |
The rule
- Registrations ended
- Jul 5, 2023
- Registered next
- Jul 3, 2023 to Jul 5, 2023
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape