DFX Intelligence
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Team lift-out
2 advisors left S•••••••• W••••• P•••••••• L••• for I••••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Query | Independence, Oh | Feb 11, 2022 | May 14, 2020 |
| Richard Ahrens | Independence, Oh | Feb 11, 2022 | May 5, 2020 |
The rule
- Registrations ended
- Feb 11, 2022
- Registered next
- May 5, 2020 to May 14, 2020
- Branch state
- OH
- Cities
- 1, most in I•••••••••, Oh
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape