DFX Intelligence
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Team lift-out
2 advisors left H••••••••• F•••••••• A••••••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carrie Ann Wells | Mentor, Oh | Jun 18, 2025 | Jun 18, 2025 |
| Julie Marie Stein | Mentor, Oh | Jun 23, 2025 | Jun 16, 2025 |
The rule
- Registrations ended
- Jun 18, 2025 to Jun 23, 2025
- Registered next
- Jun 16, 2025 to Jun 18, 2025
- Branch state
- OH
- Cities
- 1, most in Mentor, Oh
- Registered there that day
- 404 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape