DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E••••• J••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Curtis Lewis | Canton, Oh | Jun 2, 2025 | Jun 3, 2025 |
| Gabriela Vizuet | Columbus, Oh | Jun 9, 2025 | Jun 6, 2025 |
The rule
- Registrations ended
- Jun 2, 2025 to Jun 9, 2025
- Registered next
- Jun 3, 2025 to Jun 6, 2025
- Branch state
- OH
- Cities
- 2, most in Canton, Oh
- Registered there that day
- 24,389 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape