DFX Intelligence
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3 advisors left A• W••••• M••••••••• L•• for B••• S•••••• W••••• M•••••••••
Team lift-outjoined B••• S•••••• W••••• M•••••••••
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 |
|---|---|---|---|
| Benjamin Arthur Schrock | Wadsworth, Oh | Feb 2, 2021 | Oct 9, 2019 |
| Colleen Goodwillie | Wadsworth, Oh | Feb 2, 2021 | Oct 9, 2019 |
| Keith Edward Lockwood | Wadsworth, Oh | Feb 2, 2021 | Oct 9, 2019 |
The rule
- Registrations ended
- Feb 2, 2021
- Registered next
- Oct 9, 2019
- Branch state
- OH
- Cities
- 1, most in Wadsworth, Oh
- Registered there that day
- 363 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape