DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left A••••••• W••••• A••••••• for A• W••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrea Kaye DollerDayton, OhMar 29, 2024Feb 6, 2024
Andrew Thomas HackworthDayton, OhMar 29, 2024Feb 5, 2024
Braden SeymourDayton, OhMar 29, 2024Feb 6, 2024
Erik William HagstromOakwood, OhMar 29, 2024Feb 5, 2024
Joshua Hayes WingerDayton, OhMar 29, 2024Feb 6, 2024
William BurkeDayton, OhMar 29, 2024Feb 6, 2024
Curvin Elwood MillerDayton, OhApr 1, 2024Feb 6, 2024
The rule
Registrations ended
Mar 29, 2024 to Apr 1, 2024
Registered next
Feb 5, 2024 to Feb 6, 2024
Branch state
OH
Cities
2, most in Dayton, Oh
Registered there that day
126 (people still on IAPD; an estimate)
Share of that headcount
5.6%
Succession by the destination
none on the tape
Other teams out of A••••••• W••••• A•••••••Other teams into A• W••••• M••••••••• L••