DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Margaret Ann Hawk KaiserCincinnati, OhMar 22, 2021Mar 19, 2021
Andrew T SullivanCincinnati, OhMar 23, 2021Mar 19, 2021
Matthew HambletonCincinnati, OhMar 23, 2021Mar 19, 2021
Ross John HambletonCincinnati, OhMar 23, 2021Mar 19, 2021
The rule
Registrations ended
Mar 22, 2021 to Mar 23, 2021
Registered next
Mar 19, 2021
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
22,397 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R••••••••• C•••••• M•••••••••