DFX Intelligence
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Team lift-out
2 advisors left T•• A•••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Scott Biederstedt | Upper Arlington, Oh | Dec 1, 2022 | Nov 28, 2022 |
| Keri Anne Holton | Upper Arlington, Oh | Dec 1, 2022 | Nov 28, 2022 |
The rule
- Registrations ended
- Dec 1, 2022
- Registered next
- Nov 28, 2022
- Branch state
- OH
- Cities
- 1, most in Upper Arlington, Oh
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape