DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left C•••• B•••• G•••• for A•••• P•••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark David Heisey | Cleveland, Oh | Mar 16, 2021 | Mar 1, 2021 |
| Michael J Primerano | Cleveland, Oh | Mar 16, 2021 | Mar 1, 2021 |
| Richard Lee Anderson | Cleveland, Oh | Mar 16, 2021 | Mar 1, 2021 |
| Shannon C Barry | Cleveland, Oh | Mar 16, 2021 | Mar 1, 2021 |
The rule
- Registrations ended
- Mar 16, 2021
- Registered next
- Mar 1, 2021
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape