DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for S••••••••• A•••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian David Smith | Beavercreek, Oh | May 29, 2018 | May 9, 2018 |
| Jerald Lewis Butts | Beavercreek, Oh | May 29, 2018 | May 9, 2018 |
The rule
- Registrations ended
- May 29, 2018
- Registered next
- May 9, 2018
- Branch state
- OH
- Cities
- 1, most in Beavercreek, Oh
- Registered there that day
- 7,843 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape