DFX Intelligence
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Team lift-out
2 advisors left O••••• F•••••••• P••••••• for B••••••••• S•••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Harrison Alexander Wolfe | Cincinnati, Oh | Feb 24, 2023 | Feb 24, 2023 |
| Patrick Joseph Walsh | Cincinnati, Oh | Feb 24, 2023 | Feb 24, 2023 |
The rule
- Registrations ended
- Feb 24, 2023
- Registered next
- Feb 24, 2023
- 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
- none on the tape