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
3 advisors left S••••••••• W••••• M••••••••• L•• for P•••••• 7• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Tallman Parker | Cincinnati, Oh | Dec 31, 2020 | Jan 12, 2021 |
| Coleman Barry Goldsmith | Cincinnati, Oh | Dec 31, 2020 | Jan 20, 2021 |
| Victoria Claire Sullivan | Cincinnati, Oh | Dec 31, 2020 | Jan 15, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jan 12, 2021 to Jan 20, 2021
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape