DFX Intelligence
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Team lift-out
8 advisors left C••••••••• F•••••••• N•••••• for K••••• I••••••••• L••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James B Cox | Marysville, Oh | Dec 31, 2023 | Dec 21, 2023 |
| Jonathan Wade Lawrence | Marysville, Oh | Dec 31, 2023 | Dec 21, 2023 |
| Mark Robert Finney | Marysville, Oh | Dec 31, 2023 | Dec 21, 2023 |
| Megan Mccarthy Collins | Dublin, Oh | Dec 31, 2023 | Dec 21, 2023 |
| Quinn Mickelson | Marysville, Oh | Dec 31, 2023 | Dec 21, 2023 |
| Ryan Edwin Mickelson | Marysville, Oh | Dec 31, 2023 | Dec 21, 2023 |
| Tony Edward Dalton | Marysville, Oh | Dec 31, 2023 | Dec 21, 2023 |
| Wesley Wayne Bean | Dublin, Oh | Dec 31, 2023 | Dec 21, 2023 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Dec 21, 2023
- Branch state
- OH
- Cities
- 2, most in Marysville, Oh
- Registered there that day
- 3,108 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape