DFX Intelligence
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Firm absorbed
3 advisors left A•••• A••••••• G•••• I•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David E Workman | Cincinnati, Oh | Jan 3, 2023 | Oct 31, 2022 |
| Michael Elliott Raidt | Cincinnati, Oh | Jan 3, 2023 | Oct 31, 2022 |
| Sarah Marie Tenhundfeld | Cincinnati, Oh | Jan 3, 2023 | Nov 1, 2022 |
The rule
- Registrations ended
- Jan 3, 2023
- Registered next
- Oct 31, 2022 to Nov 1, 2022
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape