DFX Intelligence
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Team lift-out
2 advisors left H••••••••• F•••••••• A••••••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stephen Kyle Malek | Columbus, Oh | Jan 4, 2023 | Jan 20, 2023 |
| Joel West | Columbus, Oh | Jan 6, 2023 | Mar 6, 2023 |
The rule
- Registrations ended
- Jan 4, 2023 to Jan 6, 2023
- Registered next
- Jan 20, 2023 to Mar 6, 2023
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 354 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape