DFX Intelligence
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Team lift-out
3 advisors left C•••••• A••••••• for B••••• F•••••••• A••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Anthony Paterniti | Cleveland, Oh | Aug 5, 2022 | Oct 16, 2020 |
| Bryan Joseph Costin | North Ridgeville, Oh | Aug 9, 2022 | Aug 7, 2015 |
| David George Olson | Cleveland, Oh | Aug 9, 2022 | May 11, 2015 |
The rule
- Registrations ended
- Aug 5, 2022 to Aug 9, 2022
- Registered next
- May 11, 2015 to Oct 16, 2020
- Branch state
- OH
- Cities
- 2, most in Cleveland, Oh
- Registered there that day
- 618 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape