DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left S••••••• F•••••••• S•••••••• I••• for L•• F•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Stephen Todd MckenneyToledo, OhMar 15, 2023Mar 16, 2023
John WhitakerToledo, OhMar 16, 2023Mar 16, 2023
Kathleen A PigottToledo, OhMar 16, 2023Mar 16, 2023
David WalkupToledo, OhMar 20, 2023Mar 16, 2023
Gregory S MikesellToledo, OhMar 20, 2023Mar 16, 2023
Jeffrey Stephen DaneyToledo, OhMar 21, 2023Mar 16, 2023
Jason Thomas StrasserToledo, OhMar 31, 2023Mar 16, 2023
Michael S ClementsToledo, OhApr 14, 2023Mar 16, 2023
The rule
Registrations ended
Mar 15, 2023 to Apr 14, 2023
Registered next
Mar 16, 2023
Branch state
OH
Cities
1, most in Toledo, Oh
Registered there that day
933 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• S•••••••• I•••Other teams into L•• F•••••••• L••