DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for O•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Lynn ArcherAkron, OhJul 1, 2025Jul 4, 2025
Jason Christopher DilauroAkron, OhJul 1, 2025Jul 4, 2025
Jeffery Scott SpicerAkron, OhJul 1, 2025Jul 7, 2025
Matthew Girard WracherAkron, OhJul 1, 2025Jul 4, 2025
Nathan William CopeAkron, OhJul 1, 2025Jul 7, 2025
Racco Joseph DilauroAkron, OhJul 1, 2025Jul 2, 2025
Sean Matthew WracherAkron, OhJul 1, 2025Jul 2, 2025
William Dale ThomasAkron, OhJul 1, 2025Jul 4, 2025
The rule
Registrations ended
Jul 1, 2025
Registered next
Jul 2, 2025 to Jul 7, 2025
Branch state
OH
Cities
1, most in Akron, Oh
Registered there that day
5,842 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into O•••••••