DFX Intelligence
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Team lift-out
2 advisors left B••••• F•••••••• A••••••• L•• for J•••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Joseph Costin | Cleveland, Oh | Dec 20, 2022 | Aug 29, 2022 |
| Nicholas Anthony Paterniti | Cleveland, Oh | Dec 20, 2022 | Aug 15, 2022 |
The rule
- Registrations ended
- Dec 20, 2022
- Registered next
- Aug 15, 2022 to Aug 29, 2022
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape