DFX Intelligence
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Team lift-out
2 advisors left F•• I••••••••• L•• for C••• C•••••• M••••••••• L•••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter Paul Baden | Cincinnati, Oh | Jul 16, 2020 | Jul 17, 2020 |
| Rick Bell | Cincinnati, Oh | Jul 16, 2020 | Jul 22, 2020 |
The rule
- Registrations ended
- Jul 16, 2020
- Registered next
- Jul 17, 2020 to Jul 22, 2020
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape