DFX Intelligence
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Team lift-out
2 advisors left J••••• H•••••••• W••• L••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Neil C Zipfel | Dublin, Oh | Jan 10, 2018 | Jan 4, 2018 |
| Mark John Zipfel | Dublin, Oh | Jan 19, 2018 | Jan 4, 2018 |
The rule
- Registrations ended
- Jan 10, 2018 to Jan 19, 2018
- Registered next
- Jan 4, 2018
- Branch state
- OH
- Cities
- 1, most in Dublin, Oh
- Registered there that day
- 372 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape