DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Joseph George | Solon, Oh | May 9, 2025 | May 9, 2025 |
| Kimberly Marie Morel | Solon, Oh | May 14, 2025 | May 8, 2025 |
The rule
- Registrations ended
- May 9, 2025 to May 14, 2025
- Registered next
- May 8, 2025 to May 9, 2025
- Branch state
- OH
- Cities
- 1, most in Solon, Oh
- Registered there that day
- 22,170 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape