DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew LeamonHudson, OhMay 23, 2025May 13, 2025
Gregory Charles BoxHudson, OhJun 3, 2025May 13, 2025
James Stephen YurakHudson, OhJun 3, 2025May 13, 2025
Paul Andrew CorbeilWestlake, OhJun 3, 2025May 13, 2025
The rule
Registrations ended
May 23, 2025 to Jun 3, 2025
Registered next
May 13, 2025
Branch state
OH
Cities
2, most in Hudson, Oh
Registered there that day
9,107 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into R•••••• J•••• • A••••••••• I•••