DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for ••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Isaac Joseph Bushen | Willoughby Hills, Oh | Sep 14, 2026 | Sep 16, 2026 |
| Kelly Lynn Vinopal | Willoughby Hills, Oh | Sep 14, 2026 | Sep 8, 2026 |
| Michael Andrew Germo | Willoughby Hills, Oh | Sep 14, 2026 | Sep 8, 2026 |
The rule
- Registrations ended
- Sep 14, 2026
- Registered next
- Sep 8, 2026 to Sep 16, 2026
- Branch state
- OH
- Cities
- 1, most in Willoughby Hills, Oh
- Registered there that day
- 2,927 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape