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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisa Ann Bush | Findlay, Oh | Jan 11, 2021 | Jan 8, 2021 |
| Manoj Sharma | Findlay, Oh | Jan 11, 2021 | Jan 8, 2021 |
The rule
- Registrations ended
- Jan 11, 2021
- Registered next
- Jan 8, 2021
- Branch state
- OH
- Cities
- 1, most in Findlay, Oh
- Registered there that day
- 22,394 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape