DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Jacob Graf | Westlake, Oh | Apr 20, 2026 | Apr 16, 2026 |
| Jason Jerome Hull | Powell, Oh | Apr 30, 2026 | Apr 21, 2026 |
| Jessica L Penza | Lewis Center, Oh | Apr 30, 2026 | Apr 21, 2026 |
The rule
- Registrations ended
- Apr 20, 2026 to Apr 30, 2026
- Registered next
- Apr 16, 2026 to Apr 21, 2026
- Branch state
- OH
- Cities
- 3, most in Westlake, Oh
- Registered there that day
- 9,274 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape