DFX Intelligence
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Team lift-out
2 advisors left A••• W••••• M••••••••• L•• for W•••••••• W••••• M••••••••• L••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Earl Herwerden | Berea, Oh | Aug 17, 2020 | Oct 14, 2020 |
| Frederick Joshua Kerestury | Berea, Oh | Aug 18, 2020 | Oct 14, 2020 |
The rule
- Registrations ended
- Aug 17, 2020 to Aug 18, 2020
- Registered next
- Oct 14, 2020
- Branch state
- OH
- Cities
- 1, most in Berea, Oh
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape