DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Laine Adkins | Portsmouth, Oh | Aug 14, 2023 | Nov 8, 2023 |
| Kathryn L. Wilson | Columbus, Oh | Aug 22, 2023 | Sep 11, 2023 |
The rule
- Registrations ended
- Aug 14, 2023 to Aug 22, 2023
- Registered next
- Sep 11, 2023 to Nov 8, 2023
- Branch state
- OH
- Cities
- 2, most in Portsmouth, Oh
- Registered there that day
- 10,898 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape