DFX Intelligence
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Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for O•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alyssa Nicole Miller | Findlay, Oh | Sep 28, 2023 | Sep 22, 2023 |
| Craig Matthew Sutherland | Findlay, Oh | Sep 28, 2023 | Sep 24, 2023 |
| Derek W Miller | Dayton, Oh | Sep 28, 2023 | Sep 22, 2023 |
The rule
- Registrations ended
- Sep 28, 2023
- Registered next
- Sep 22, 2023 to Sep 24, 2023
- Branch state
- OH
- Cities
- 2, most in Findlay, Oh
- Registered there that day
- 10,989 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape