DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left C••••••••• F•••••••• N•••••• for G•• F•••••••• L••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Brady Green | Columbus, Oh | Oct 2, 2023 | Sep 28, 2023 |
| Christopher Brewster | Columbus, Oh | Oct 2, 2023 | Sep 29, 2023 |
| Matthew Timothy Collins | Columbus, Oh | Oct 2, 2023 | Sep 28, 2023 |
| Mikhail Poltyrev | Columbus, Oh | Oct 2, 2023 | Sep 29, 2023 |
The rule
- Registrations ended
- Oct 2, 2023
- Registered next
- Sep 28, 2023 to Sep 29, 2023
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 3,076 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape