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 F•••• T•••• S••••••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Webber | Columbus, Oh | Nov 4, 2020 | Dec 17, 2020 |
| Cheryl Gill | Toledo, Oh | Nov 12, 2020 | Dec 21, 2020 |
The rule
- Registrations ended
- Nov 4, 2020 to Nov 12, 2020
- Registered next
- Dec 17, 2020 to Dec 21, 2020
- Branch state
- OH
- Cities
- 2, most in Columbus, Oh
- Registered there that day
- 717 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape