DFX Intelligence

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Team lift-out

3 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael WesselWorthington, OhAug 11, 2025Aug 15, 2025
Sean BuckleyWorthington, OhAug 11, 2025Aug 15, 2025
Tera Christine MyersWorthington, OhAug 11, 2025Aug 15, 2025
The rule
Registrations ended
Aug 11, 2025
Registered next
Aug 15, 2025
Branch state
OH
Cities
1, most in Worthington, Oh
Registered there that day
3,432 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into K••••• A••••••• S•••••••• L••