DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left E•••••••• A•••••••• L•• for C••• F•••••••• S•••••••• L•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Stuart Shively | Liberty Township, Oh | May 6, 2022 | May 5, 2022 |
| David Riley | Hamilton, Oh | May 13, 2022 | May 13, 2022 |
The rule
- Registrations ended
- May 6, 2022 to May 13, 2022
- Registered next
- May 5, 2022 to May 13, 2022
- Branch state
- OH
- Cities
- 2, most in Cincinnati, Oh
- Registered there that day
- 3,114 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape