DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for P•• W••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casey Hays | Fairfield, Oh | Oct 27, 2025 | Oct 31, 2025 |
| Mary Kay Cunningham | Cincinnati, Oh | Oct 27, 2025 | Oct 29, 2025 |
The rule
- Registrations ended
- Oct 27, 2025
- Registered next
- Oct 29, 2025 to Oct 31, 2025
- Branch state
- OH
- Cities
- 2, most in Cincinnati, Oh
- Registered there that day
- 12,536 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape