DFX Intelligence
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Team lift-out
2 advisors left B•• A••••••• for I•••••• F•••••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Romagnoli | Akron, Oh | Apr 17, 2017 | Apr 21, 2017 |
| Kevin Marvin Wray | Akron, Oh | Apr 17, 2017 | Jan 9, 2025 |
The rule
- Registrations ended
- Apr 17, 2017
- Registered next
- Apr 21, 2017 to Jan 9, 2025
- Branch state
- OH
- Cities
- 1, most in Akron, Oh
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape