DFX Intelligence
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Team lift-out
2 advisors left S•••••• W••••• P•••••••• L•• for I••••••••• F•••••••• G••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paula A Strumbly | Willoughby Hills, Oh | Mar 30, 2026 | Mar 27, 2026 |
| Maryjo Morello | Shaker Heights, Oh | Apr 8, 2026 | Mar 27, 2026 |
The rule
- Registrations ended
- Mar 30, 2026 to Apr 8, 2026
- Registered next
- Mar 27, 2026
- Branch state
- OH
- Cities
- 2, most in Willoughby Hills, Oh
- Registered there that day
- 371 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape