DFX Intelligence
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Firm absorbed
9 advisors left S••••• M•••• A••••••• for A••••••• F••••••••• L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Evan Scott | Cincinnati, Oh | Feb 7, 2019 | Aug 22, 2018 |
| Andrew Joseph Shafer | Cincinnati, Oh | Feb 7, 2019 | Aug 27, 2018 |
| Andrew Roy Stout | Cincinnati, Oh | Feb 7, 2019 | Aug 27, 2018 |
| Brian Davis James | Cincinnati, Oh | Feb 7, 2019 | Aug 21, 2018 |
| Britton Riley | Cincinnati, Oh | Feb 7, 2019 | Aug 22, 2018 |
| Charles Glenn Downs | Cincinnati, Oh | Feb 7, 2019 | Aug 21, 2018 |
| Eva Purvis | Cincinnati, Oh | Feb 7, 2019 | Aug 21, 2018 |
| Michael C Coates | Cincinnati, Oh | Feb 7, 2019 | Aug 27, 2018 |
| Stephanie D Bemerer | Cincinnati, Oh | Feb 7, 2019 | Aug 21, 2018 |
The rule
- Registrations ended
- Feb 7, 2019
- Registered next
- Aug 21, 2018 to Aug 27, 2018
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape