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
2 advisors left C•••••• S••••• • C••• I••• for E•••••• A••••••• G••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard K Dyson | Westlake, Oh | Jan 10, 2024 | May 30, 2024 |
| Robert Hutchinson | Columbus, Oh | Jan 10, 2024 | Apr 23, 2024 |
The rule
- Registrations ended
- Jan 10, 2024
- Registered next
- Apr 23, 2024 to May 30, 2024
- Branch state
- OH
- Cities
- 2, most in Columbus, Oh
- Registered there that day
- 5,256 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Apr 6, 2023), not necessarily this firm