DFX Intelligence
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Team lift-out
3 advisors left B••••• F•••••••• A••••••• L•• for S•••••• W••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Taucher | Cleveland, Oh | Dec 14, 2023 | Dec 13, 2023 |
| Karyn Pistone | Cleveland, Oh | Dec 14, 2023 | Dec 13, 2023 |
| Spencer Pistone Dieck | Cleveland, Oh | Dec 14, 2023 | Dec 14, 2023 |
The rule
- Registrations ended
- Dec 14, 2023
- Registered next
- Dec 13, 2023 to Dec 14, 2023
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape