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
3 advisors left H••••••••• F•••••••• A••••••• for L•• F•••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jon D Stacy | Bowling Green, Oh | Feb 2, 2018 | Feb 2, 2018 |
| Kevin R Montgomery | Massillon, Oh | Feb 2, 2018 | Feb 1, 2018 |
| John William Wirtz | Avon Lake, Oh | Feb 14, 2018 | May 7, 2020 |
The rule
- Registrations ended
- Feb 2, 2018 to Feb 14, 2018
- Registered next
- Feb 1, 2018 to May 7, 2020
- Branch state
- OH
- Cities
- 3, most in Bowling Green, Oh
- Registered there that day
- 249 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape