DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for O•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerard Thomas Quinn | Columbus, Oh | Apr 6, 2022 | Apr 6, 2022 |
| Herbert Chen | Columbus, Oh | Apr 13, 2022 | Apr 5, 2022 |
The rule
- Registrations ended
- Apr 6, 2022 to Apr 13, 2022
- Registered next
- Apr 5, 2022 to Apr 6, 2022
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 5,092 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (May 13, 2022), not necessarily this firm