DFX Intelligence
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2 advisors left R•••• S•••••••• • A••••••••• L•• for O•••••••
Team lift-outjoined O•••••••
No date on record · this record
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lauren Katz Madera | Cincinnati, Oh | Dec 6, 2021 | Oct 28, 2021 |
| Stanley James Katz | Cincinnati, Oh | Dec 6, 2021 | Oct 28, 2021 |
The rule
- Registrations ended
- Dec 6, 2021
- Registered next
- Oct 28, 2021
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- a succession within a year (May 13, 2022), not necessarily this firm