DFX Intelligence
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Team lift-out
6 advisors left A••••••••• F•••••••• S•••••••• L•• for B••••••• W••••• G•••• L••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Roger Allan Potter | Sandusky, Oh | Nov 8, 2023 | Nov 2, 2023 |
| Matthew Thomas Gottshall | Sandusky, Oh | Nov 9, 2023 | Nov 2, 2023 |
| David Joseph Desalvo | Westlake, Oh | Nov 10, 2023 | Nov 2, 2023 |
| Joshua Randolph Harrell | Westlake, Oh | Nov 10, 2023 | Nov 2, 2023 |
| Timothy James Valentine | Canton, Oh | Nov 10, 2023 | Nov 2, 2023 |
| Matthew Christopher Daugherty | Sandusky, Oh | Nov 14, 2023 | Nov 2, 2023 |
The rule
- Registrations ended
- Nov 8, 2023 to Nov 14, 2023
- Registered next
- Nov 2, 2023
- Branch state
- OH
- Cities
- 3, most in Sandusky, Oh
- Registered there that day
- 11,140 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape