DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
12 advisors left G•• P•••••• W••••• for A••• A••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrej Drazetic | Cleveland, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Carina Shipotofsky Diamond | Cleveland, Oh | Feb 6, 2026 | Feb 5, 2026 |
| Dennis Chapman Delphenich | Centerville, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Edward Joseph Bell | Cleveland, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Glenn J Arons | Cleveland, Oh | Feb 6, 2026 | Feb 2, 2026 |
| Jacob T Cooke | Cleveland, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Jennifer Weixiao Condon | Cleveland, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Kristian Daniel Jarosz | Cleveland, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Michael Norman Manly | Cleveland, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Robert Joseph Samrah | Cleveland, Oh | Feb 6, 2026 | Feb 2, 2026 |
| William George Caster | Chagrin Falls, Oh | Feb 6, 2026 | Feb 3, 2026 |
| Brent Roger Horvath | Cleveland, Oh | Feb 13, 2026 | Feb 12, 2026 |
The rule
- Registrations ended
- Feb 6, 2026 to Feb 13, 2026
- Registered next
- Feb 2, 2026 to Feb 12, 2026
- Branch state
- OH
- Cities
- 2, most in Cleveland, Oh
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape