DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bart William LittleSpringfield, OhAug 1, 2025Aug 1, 2025
Mark StephensonSpringfield, OhAug 1, 2025Aug 1, 2025
Lia Koal CasinoWesterville, OhAug 5, 2025Aug 4, 2025
Tamara Kaye ColvinWesterville, OhAug 5, 2025Aug 4, 2025
David Allen GoinsDublin, OhAug 19, 2025Aug 18, 2025
Kyle David GoinsDublin, OhAug 19, 2025Aug 20, 2025
The rule
Registrations ended
Aug 1, 2025 to Aug 19, 2025
Registered next
Aug 1, 2025 to Aug 20, 2025
Branch state
OH
Cities
3, most in Springfield, Oh
Registered there that day
3,458 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••