DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Erin Brooke BarrAkron, OhNov 14, 2022Nov 2, 2022
Letty MartinezAkron, OhNov 14, 2022Nov 2, 2022
Dominic Patrick RubyAkron, OhNov 21, 2022Nov 2, 2022
Mark Vincent RubyAkron, OhNov 21, 2022Nov 2, 2022
Robert Walter KrenzAkron, OhNov 21, 2022Nov 2, 2022
The rule
Registrations ended
Nov 14, 2022 to Nov 21, 2022
Registered next
Nov 2, 2022
Branch state
OH
Cities
1, most in Akron, Oh
Registered there that day
8,505 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••