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CRD 320878
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-04 (filing); first seen by DFX 2026-09-15.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL RAY LARISON | n/a | CINCINNATI, OH | 4 | 41 | 3 | no |
| PETER JOHN BOLAND | n/a | CINCINNATI, OH | 4 | 30 | 2 | no |
| DARYL JOSEPH DEMO | n/a | CINCINNATI, OH | 4 | 34 | 4 | no |
| ROBERT ERNEST PRANGLEY | n/a | CINCINNATI, OH | 4 | 35 | 2 | no |
| JASON MICHAEL BEISCHEL | Certified Financial Planner | CINCINNATI, OH | 4 | 23 | 3 | no |
| ERIC KEVIN LARISON | Certified Financial Planner | CINCINNATI, OH | 4 | 10 | 1 | no |
| JACOB JOHN KRECIC | n/a | CINCINNATI, OH | Westlake, OH | 3 | 28 | 3 | no |
| JUSTIN PAUL FITCHKO | Certified Financial Planner | Pepper Pike, OH | CINCINNATI, OH | 3 | 20 | 1 | no |
| MARTIN HOPKINS | n/a | Westlake, OH | CINCINNATI, OH | 3 | 36 | 2 | no |
| T RODNEY TWELLS | Chartered Financial Analyst | CINCINNATI, OH | Pepper Pike, OH | 3 | 29 | 1 | no |
| JOSEPH FRANCIS SCHMIDT | n/a | CINCINNATI, OH | Pepper Pike, OH | 3 | 32 | 1 | no |
| KAREN JEAN SUSKOWICZ | n/a | CINCINNATI, OH | Pepper Pike, OH | 3 | 28 | 1 | no |
| KIMBERLY JEAN FITZGERALD | n/a | Pepper Pike, OH | CINCINNATI, OH | 3 | 24 | 2 | no |
| ANDREW LEE SIKOROVSKY | n/a | Pepper Pike, OH | CINCINNATI, OH | 3 | 24 | 2 | no |
| MICHAEL WILLIAM QUIN | n/a | CINCINNATI, OH | 3 | 27 | 4 | no |
| LONI JO ADAMS-KISKADEN | n/a | CINCINNATI, OH | 3 | 21 | 2 | no |
| THOMAS CRUSE HOFSTETTER | n/a | Southport, CT | CINCINNATI, OH | 2 | 33 | 4 | no |
| DANIEL NORMAN BARON | n/a | CINCINNATI, OH | Southport, CT | 2 | 29 | 4 | no |
| MEGAN E HELBIG | n/a | Southport, CT | CINCINNATI, OH | 2 | 19 | 3 | no |
| Hilary Anne Bryson | n/a | TEN MILE, TN | CINCINNATI, OH | 1 | 24 | 4 | no |
| JOHN READ KAUFMAN | n/a | HERBER CITY, UT | CINCINNATI, OH | 1 | 32 | 3 | no |
| EMILY CAROLYN ROWE | n/a | STUART, FL | CINCINNATI, OH | 1 | 11 | 1 | no |
| PATRICK NEAL STRADER | n/a | CINCINNATI, OH | Stuart, FL | 1 | 18 | 3 | no |
| VICTORIA MILLER RICKER | Certified Financial Planner | FORT LAUDERDALE, FL | CINCINNATI, OH | 1 | 39 | 5 | no |
| STEVEN LAWRENCE ROWE | Certified Financial Planner | STUART, FL | CINCINNATI, OH | 1 | 38 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADAMS-KISKADEN, LONI, JO | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2023 | Jul 10, 2026 | Jul 10, 2026 |
| DMWP HOLDINGS, LLC | HOLDING COMPANY | E | yes | 06/2022 | Jul 10, 2026 | Jul 10, 2026 |
| QUIN, MICHAEL, WILLIAM | CHIEF EXECUTIVE OFFICER | Na | yes | 06/2022 | Jul 10, 2026 | Jul 10, 2026 |
| SATTER, STEVEN, LOUIS | GENERAL COUNSEL | Na | yes | 06/2022 | Jul 10, 2026 | Jul 10, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PEPPER PIKE | Oh | United States | 5 | no |
| Southport | Ct | United States | 3 | no |
| Westlake | Oh | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 6, 2026 | $5.0B | $5.0B | 40 | 21 | 9 | n/a | n/a |
| 2024 | Apr 17, 2025 | $3.9B | $3.9B | 31 | 19 | 6 | n/a | n/a |
| 2023 | Feb 27, 2024 | $2.5B | $2.5B | 26 | 16 | 2 | n/a | n/a |
| 2022 | Mar 30, 2023 | $908M | $908M | 20 | 9 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 0 | 5 | 0.0% | 1 | 0 | 0 | 14 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.0B | $3.9B | 28.0% | $908M | 77.1% | 40 | 31 | 10 | 6 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4 | Jun 4, 2026 | Jun 1, 2026 | CLEVELAND, OH | Team lift out | Wirehouse to RIA | 0.0% |
| WELLS FARGO ADVISORS | 3 | Jun 25, 2025 | Jul 7, 2025 | STUART, FL | Team lift out | Wirehouse to RIA | 0.1% |
| WELLS FARGO ADVISORS | 3 | May 8, 2024 | Apr 30, 2024 | WESTPORT, CT | Team lift out | Wirehouse to RIA | 0.0% |
| WELLS FARGO ADVISORS | 2 | May 15, 2023 | May 5, 2023 | HOLMES BEACH, FL | Team lift out | Wirehouse to RIA | 0.0% |
| WELLS FARGO ADVISORS | 3 | May 15, 2023 | May 5, 2023 | PEPPER PIKE, OH | Team lift out | Wirehouse to RIA | 0.0% |
| WELLS FARGO ADVISORS | 3 | Feb 23, 2023 | Feb 21, 2023 | WESTLAKE, OH | Team lift out | Wirehouse to RIA | 0.0% |
| WELLS FARGO ADVISORS | 5 | Jun 10, 2022 | Jun 29, 2023 | CINCINNATI, OH | Team lift out | Wirehouse to new firm | 0.0% |