DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Patrick Beyerle | Miamisburg, Oh | Feb 21, 2019 | Feb 12, 2019 |
| John Spencer Bradley | Miamisburg, Oh | Mar 7, 2019 | Feb 13, 2019 |
The rule
- Registrations ended
- Feb 21, 2019 to Mar 7, 2019
- Registered next
- Feb 12, 2019 to Feb 13, 2019
- Branch state
- OH
- Cities
- 1, most in Miamisburg, Oh
- Registered there that day
- 7,885 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape