DFX Intelligence
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Team lift-out
2 advisors left B••• F•••••••• G••••• I•• for A••••••• I•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lee Marlin | Worthington, Oh | Mar 24, 2026 | Jan 4, 2019 |
| Shaun Thomas Carney | Worthington, Oh | Mar 24, 2026 | Jan 4, 2019 |
The rule
- Registrations ended
- Mar 24, 2026
- Registered next
- Jan 4, 2019
- Branch state
- OH
- Cities
- 1, most in Worthington, Oh
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape