DFX Intelligence
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Team lift-out
4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam S Ours | Pepper Pike, Oh | Nov 8, 2024 | Nov 7, 2024 |
| Aleksandra Delic-Milanovic | Pepper Pike, Oh | Nov 8, 2024 | Nov 7, 2024 |
| Padma Jambunath | Cleveland, Oh | Nov 8, 2024 | Nov 7, 2024 |
| Julie L Taylor | Pepper Pike, Oh | Nov 13, 2024 | Nov 20, 2024 |
The rule
- Registrations ended
- Nov 8, 2024 to Nov 13, 2024
- Registered next
- Nov 7, 2024 to Nov 20, 2024
- Branch state
- OH
- Cities
- 2, most in Pepper Pike, Oh
- Registered there that day
- 23,872 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape