DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for A••••• W••••• P•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Don Richard Sherwood | Youngstown, Oh | May 20, 2025 | May 20, 2025 |
| Marc Andrew Presley | Youngstown, Oh | May 21, 2025 | May 20, 2025 |
| Nicholas Andrew Bianco | Youngstown, Oh | May 21, 2025 | May 20, 2025 |
The rule
- Registrations ended
- May 20, 2025 to May 21, 2025
- Registered next
- May 20, 2025
- Branch state
- OH
- Cities
- 1, most in Youngstown, Oh
- Registered there that day
- 5,805 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape