DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Alexander Halliday | Columbus, Oh | Jun 4, 2025 | Jun 12, 2025 |
| Garret Igino Venetta | Columbus, Oh | Jun 4, 2025 | May 31, 2025 |
| Pamela Jean Guggenheim | Columbus, Oh | Jun 4, 2025 | May 30, 2025 |
The rule
- Registrations ended
- Jun 4, 2025
- Registered next
- May 30, 2025 to Jun 12, 2025
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 13,756 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape