DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Andrew Rattigan | Toledo, Oh | Feb 25, 2025 | Feb 19, 2025 |
| Paulette B Henninger | Oregon, Oh | Mar 3, 2025 | Feb 28, 2025 |
The rule
- Registrations ended
- Feb 25, 2025 to Mar 3, 2025
- Registered next
- Feb 19, 2025 to Feb 28, 2025
- Branch state
- OH
- Cities
- 2, most in Toledo, Oh
- Registered there that day
- 13,723 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape