DFX Intelligence
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Firm absorbed
3 advisors left A•••••••• A•••••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Charles Becker | Ft Wright, Ky | Apr 25, 2025 | Apr 24, 2025 |
| Kelly Elizabeth Owens | Ft Wright, Ky | Apr 25, 2025 | Jun 26, 2025 |
| Michael Louis Simon | Ft Mitchell, Ky | Apr 25, 2025 | Nov 6, 2025 |
The rule
- Registrations ended
- Apr 25, 2025
- Registered next
- Apr 24, 2025 to Nov 6, 2025
- Branch state
- KY
- Cities
- 2, most in Ft Wright, Ky
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape