DFX Intelligence
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Team lift-out
3 advisors left H••••• P•••••••• L•• for W••••••••• A•••••••
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elias James Caleshu | Columbus, Oh | Aug 23, 2018 | Sep 14, 2018 |
| Jack P Zhang | Columbus, Oh | Aug 23, 2018 | Sep 14, 2018 |
| Norman Gary Cook | Columbus, Oh | Aug 23, 2018 | Sep 14, 2018 |
The rule
- Registrations ended
- Aug 23, 2018
- Registered next
- Sep 14, 2018
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- a succession within a year (Jan 31, 2019), not necessarily this firm