DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas K Arbeznik | Cleveland, Oh | Aug 20, 2018 | Aug 17, 2018 |
| Stacie Ann Koesters | Columbus, Oh | Aug 24, 2018 | Oct 1, 2018 |
The rule
- Registrations ended
- Aug 20, 2018 to Aug 24, 2018
- Registered next
- Aug 17, 2018 to Oct 1, 2018
- Branch state
- OH
- Cities
- 2, most in Cleveland, Oh
- Registered there that day
- 14,631 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape