DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for V•••••• V•••••••• P••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Jay Funkhouser | Sylvania, Oh | Jul 3, 2019 | Jun 24, 2019 |
| Robert William Retzloff | Sylvania, Oh | Jul 3, 2019 | Jun 24, 2019 |
| John T O'Brien | Sylvania, Oh | Jul 4, 2019 | Jun 24, 2019 |
The rule
- Registrations ended
- Jul 3, 2019 to Jul 4, 2019
- Registered next
- Jun 24, 2019
- Branch state
- OH
- Cities
- 1, most in Sylvania, Oh
- Registered there that day
- 7,874 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape