DFX Intelligence
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Team lift-out
2 advisors left S•••••• N••••••• • C••••••• I••••••••• for W•••••• B•••• • C•••••• L•••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Megan Kilpatrick Mccarthy | Dublin, Oh | Jun 9, 2026 | May 22, 2026 |
| Leonard Whitson Marryott | Dublin, Oh | Jun 9, 2026 | May 22, 2026 |
The rule
- Registrations ended
- Jun 9, 2026
- Registered next
- May 22, 2026
- Branch state
- OH
- Cities
- 1, most in Dublin, Oh
- Registered there that day
- 3,320 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape