DFX Intelligence
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Team lift-out
3 advisors left R•••• S•••••••• • A••••••••• L•• for F•••• K••••••• S••••••••• C•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce C Corwin | Cincinnati, Oh | Jun 1, 2020 | May 29, 2020 |
| Martha L Weeks | Cincinnati, Oh | Jun 1, 2020 | May 29, 2020 |
The rule
- Registrations ended
- Jun 1, 2020
- Registered next
- May 29, 2020
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape