DFX Intelligence
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Team lift-out
2 advisors left O••••••••• S••••••••• I••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kent P Von Der Vellen | Westlake, Oh | Jun 12, 2019 | Mar 21, 2024 |
| Andrew John Mcdonnell | Westlake, Oh | Jun 25, 2019 | Mar 21, 2024 |
The rule
- Registrations ended
- Jun 12, 2019 to Jun 25, 2019
- Registered next
- Mar 21, 2024
- Branch state
- OH
- Cities
- 1, most in Westlake, Oh
- Registered there that day
- 246 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape