DFX Intelligence
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Team lift-out
5 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Thomas Miller | Westlake, Oh | Oct 30, 2023 | Oct 24, 2023 |
| Donald E Grassi | Independence, Oh | Oct 31, 2023 | Oct 24, 2023 |
| Jennifer Ann Bower | Independence, Oh | Oct 31, 2023 | Oct 25, 2023 |
| Paul James La Banc | Independence, Oh | Oct 31, 2023 | Oct 25, 2023 |
| Theresa Ann Guerini | Independence, Oh | Nov 1, 2023 | Oct 25, 2023 |
The rule
- Registrations ended
- Oct 30, 2023 to Nov 1, 2023
- Registered next
- Oct 24, 2023 to Oct 25, 2023
- Branch state
- OH
- Cities
- 2, most in Independence, Oh
- Registered there that day
- 11,052 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape