DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Louise Sass | Pepper Pike, Oh | Nov 25, 2019 | Nov 22, 2019 |
| Christopher W Tieland | Pepper Pike, Oh | Nov 25, 2019 | Nov 22, 2019 |
| Steven Michael Cohen | Pepper Pike, Oh | Nov 25, 2019 | Jul 29, 2021 |
The rule
- Registrations ended
- Nov 25, 2019
- Registered next
- Nov 22, 2019 to Jul 29, 2021
- Branch state
- OH
- Cities
- 1, most in Pepper Pike, Oh
- Registered there that day
- 15,322 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape