DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left W•••• F•••• A••••••• for D•••••• W••••• P•••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Kevin LarisonCincinnati, OhJun 10, 2022Jun 6, 2022
Jason Michael BeischelCincinnati, OhJun 10, 2022Jun 6, 2022
Michael William QuinCleveland, OhJun 10, 2022Jun 29, 2023
Peter John BolandCincinnati, OhJun 10, 2022Jun 6, 2022
Robert Ernest PrangleyCincinnati, OhJun 13, 2022Jun 6, 2022
The rule
Registrations ended
Jun 10, 2022 to Jun 13, 2022
Registered next
Jun 6, 2022 to Jun 29, 2023
Branch state
OH
Cities
2, most in Cincinnati, Oh
Registered there that day
14,015 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into D•••••• W••••• P•••••••• L••