DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for S•••••• W••••• A••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wellborn Jack | Pepper Pike, Oh | Jun 14, 2021 | Jun 11, 2021 |
| Phillip Benjamin Friedman | Pepper Pike, Oh | Jun 16, 2021 | Jun 11, 2021 |
The rule
- Registrations ended
- Jun 14, 2021 to Jun 16, 2021
- Registered next
- Jun 11, 2021
- Branch state
- OH
- Cities
- 1, most in Pepper Pike, Oh
- Registered there that day
- 14,112 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape