DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left H••••••••• F•••••••• A••••••• for F•••• T•••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Tyler Reynolds | Dublin, Oh | May 17, 2023 | May 30, 2023 |
| Michelle R Schroeder | Columbus, Oh | May 18, 2023 | Apr 5, 2024 |
The rule
- Registrations ended
- May 17, 2023 to May 18, 2023
- Registered next
- May 30, 2023 to Apr 5, 2024
- Branch state
- OH
- Cities
- 2, most in Dublin, Oh
- Registered there that day
- 370 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape