DFX Intelligence
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Team lift-out
3 advisors left A•••• P•••• A••••••• for C••••••••• F•••••••• S•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Neal Elliott Watson | Marietta, Oh | Apr 6, 2023 | Apr 11, 2023 |
| Julie Anne Vavra Daley | St Clairsville, Oh | Apr 10, 2023 | Apr 11, 2023 |
| Nikki Von Lude | Woodsfield, Oh | Apr 10, 2023 | Apr 11, 2023 |
The rule
- Registrations ended
- Apr 6, 2023 to Apr 10, 2023
- Registered next
- Apr 11, 2023
- Branch state
- OH
- Cities
- 3, most in Marietta, Oh
- Registered there that day
- 202 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape