DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Gail Taylor Mercer | Bowling Green, Oh | Oct 2, 2023 | Sep 29, 2023 |
| Christopher William Bacon | Toledo, Oh | Oct 3, 2023 | Sep 29, 2023 |
| Lukas Austin Thill | Toledo, Oh | Oct 3, 2023 | Sep 29, 2023 |
The rule
- Registrations ended
- Oct 2, 2023 to Oct 3, 2023
- Registered next
- Sep 29, 2023
- Branch state
- OH
- Cities
- 2, most in Toledo, Oh
- Registered there that day
- 5,492 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape