DFX Intelligence

RIA Intelligence

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Team lift-out

10 advisors left E•••••••• A•••••••• L•• for O•••••• W••••• A••••••• L••

national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Erik SeniBlue Ash, OhJul 10, 2020Jun 12, 2020
Ashley Dawn SeyberthBlue Ash, OhJul 10, 2020Jun 12, 2020
Bradley Michael LauchBlue Ash, OhJul 10, 2020Jun 12, 2020
David L YeazellBlue Ash, OhJul 10, 2020Jun 12, 2020
Donald Wade HughettBlue Ash, OhJul 10, 2020Jun 12, 2020
Glynnis ReinhartBlue Ash, OhJul 10, 2020Jun 12, 2020
Justin Andrew SetzekornBlue Ash, OhJul 10, 2020Jun 12, 2020
Marc Edward WagnerBlue Ash, OhJul 10, 2020Jun 12, 2020
Mark Joseph BodnarBlue Ash, OhJul 10, 2020Jun 12, 2020
Maxim Ian MeyersBlue Ash, OhJul 10, 2020Jun 12, 2020
The rule
Registrations ended
Jul 10, 2020
Registered next
Jun 12, 2020
Branch state
OH
Cities
1, most in Blue Ash, Oh
Registered there that day
2,509 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of E•••••••• A•••••••• L••Other teams into O•••••• W••••• A••••••• L••