DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for P•••••• C••••• S•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Diana Kay Perez | Louisville, Ky | Nov 6, 2019 | Nov 6, 2019 |
| Todd A Oberhausen | Louisville, Ky | Nov 6, 2019 | Nov 14, 2019 |
The rule
- Registrations ended
- Nov 6, 2019
- Registered next
- Nov 6, 2019 to Nov 14, 2019
- Branch state
- KY
- Cities
- 1, most in Louisville, Ky
- Registered there that day
- 1,725 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape