DFX Intelligence
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Team lift-out
2 advisors left H••••• P•••••••• L•• for H••••••• C••••••
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Britton Cotton | Columbus, Oh | Nov 21, 2018 | Dec 14, 2018 |
| Joshua Ryan Shaffer | Columbus, Oh | Nov 21, 2018 | Dec 4, 2018 |
The rule
- Registrations ended
- Nov 21, 2018
- Registered next
- Dec 4, 2018 to Dec 14, 2018
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- a succession within a year (Jul 3, 2019), not necessarily this firm