DFX Intelligence
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Team lift-out
2 advisors left L••• K••• • C•••••• for C••••••• A•••• M••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Covington Osborn | Cincinnati, Oh | Aug 21, 2018 | Sep 10, 2018 |
| Sherrie Lynn Ingham | Cincinnati, Oh | Sep 4, 2018 | Sep 4, 2018 |
The rule
- Registrations ended
- Aug 21, 2018 to Sep 4, 2018
- Registered next
- Sep 4, 2018 to Sep 10, 2018
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 52 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape