DFX Intelligence
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Firm absorbed
22 advisors left B•••••• R••••• • R•• for C••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Timothy Armstrong | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Brandon Philip Dempsey | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Christopher Stanley Bartkowski | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Daniel Lawrence Due | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Eric Gerhard Shisler | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Gary John Marcinick | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Isaiah Stephen Stidham | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Jamie April Bond | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Jamie Lynne Rizer | Columbus, Oh | Mar 31, 2023 | Nov 17, 2022 |
| Jeffrey E. Suchy | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Jessica Aeri Lee | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| John David Schuman | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| John P Mchugh | Columbus, Oh | Mar 31, 2023 | Nov 17, 2022 |
| Kevin William Wuebker | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Kyle Radabaugh | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Madeline Kay Hobbs | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Matthew Robert Ullmer | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Michael David Kline | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Nolan Gladieux | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Ryan W. Garland | Columbus, Oh | Mar 31, 2023 | Nov 17, 2022 |
| Scott Richard Kidwell | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
| Sonia Brinkman | Columbus, Oh | Mar 31, 2023 | Nov 23, 2022 |
The rule
- Registrations ended
- Mar 31, 2023
- Registered next
- Nov 17, 2022 to Nov 23, 2022
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm