DFX Intelligence
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Team lift-out
2 advisors left C••••• W••••• M••••••••• for S•••••• F•••••••• G••••• L•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Robert Peck | Cleveland, Oh | Oct 20, 2023 | Jun 16, 2023 |
| Laura Sternheimer | Cleveland, Oh | Oct 20, 2023 | Jun 16, 2023 |
The rule
- Registrations ended
- Oct 20, 2023
- Registered next
- Jun 16, 2023
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape