DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Stanford Rogers | Toledo, Oh | Oct 31, 2022 | Oct 31, 2022 |
| Bradley David Roberts | Toledo, Oh | Oct 31, 2022 | Oct 28, 2022 |
| Laurence Vincent Plummer, Jr | Columbus, Oh | Nov 2, 2022 | Oct 31, 2022 |
The rule
- Registrations ended
- Oct 31, 2022 to Nov 2, 2022
- Registered next
- Oct 28, 2022 to Oct 31, 2022
- Branch state
- OH
- Cities
- 2, most in Toledo, Oh
- Registered there that day
- 1,863 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape