DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Diane M St. JohnPerrysburg, OhJul 6, 2020Jun 29, 2020
Mark Alexander ColePerrysburg, OhJul 6, 2020Jun 29, 2020
Robert James BuschurToledo, OhJul 6, 2020Jun 29, 2020
The rule
Registrations ended
Jul 6, 2020
Registered next
Jun 29, 2020
Branch state
OH
Cities
2, most in Perrysburg, Oh
Registered there that day
14,386 (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 R••••• W• B•••• • C•• I•••••••••