DFX Intelligence
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Team lift-out
4 advisors left O•••• W•••••• I••• for A••••• F•••••••• P•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John David Morvay | Canfield, Oh | Feb 20, 2025 | Feb 18, 2025 |
| Kathleen Marie Indiano | Canfield, Oh | Feb 25, 2025 | Feb 21, 2025 |
The rule
- Registrations ended
- Feb 20, 2025 to Mar 13, 2025
- Registered next
- Feb 18, 2025 to Mar 12, 2025
- Branch state
- OH
- Cities
- 3, most in Canfield, Oh
- Registered there that day
- 7,864 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape