DFX Intelligence
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Team lift-out
4 advisors left M••••• S•••••• for D•••••• W••••• P•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Joseph Costanzo | Akron, Oh | Jun 4, 2026 | Jun 1, 2026 |
| Vincenzo Costanzo | Cleveland, Oh | Jun 4, 2026 | Jun 1, 2026 |
| Rex Elliot Mack | Cleveland, Oh | Jun 12, 2026 | Jun 1, 2026 |
The rule
- Registrations ended
- Jun 4, 2026 to Jun 12, 2026
- Registered next
- Jun 1, 2026
- Branch state
- OH
- Cities
- 2, most in Cleveland, Oh
- Registered there that day
- 22,733 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape