DFX Intelligence
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Firm absorbed
3 advisors left J•••• C•••••• A••••••• I•• for J•••• I••••••••• R••••••• I••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David James Mcgowan | Xenia, Oh | Dec 31, 2021 | Jan 7, 2022 |
| Lesley Dawn Ott | Xenia, Oh | Dec 31, 2021 | Jan 7, 2022 |
| Ryan Michael Post | Xenia, Oh | Dec 31, 2021 | Jan 7, 2022 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Jan 7, 2022
- Branch state
- OH
- Cities
- 1, most in Xenia, Oh
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- a succession within a year (Jan 12, 2022), not necessarily this firm