DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for A•••• G•••• W••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Earl Tegel | Akron, Oh | Jun 23, 2015 | Jun 12, 2015 |
| Matthew J Burnham | Akron, Oh | Jun 23, 2015 | Jun 12, 2015 |
The rule
- Registrations ended
- Jun 23, 2015
- Registered next
- Jun 12, 2015
- Branch state
- OH
- Cities
- 1, most in Akron, Oh
- Registered there that day
- 7,059 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape