DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for J••••• H•••••••• W••• L••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Toni Jean Francis | Akron, Oh | May 30, 2018 | May 18, 2018 |
| Walter Joseph Sokira | Akron, Oh | May 30, 2018 | May 18, 2018 |
The rule
- Registrations ended
- May 30, 2018
- Registered next
- May 18, 2018
- Branch state
- OH
- Cities
- 1, most in Akron, Oh
- Registered there that day
- 7,718 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape