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.
Team lift-out
4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron David Dietz | Cincinnati, Oh | Aug 15, 2025 | Jul 22, 2025 |
| Jesse Lee Mullins | Cincinnati, Oh | Aug 15, 2025 | Jul 21, 2025 |
| Michael Sean Taylor | Cincinnati, Oh | Aug 15, 2025 | Jul 21, 2025 |
| Rex William Johnson | Cincinnati, Oh | Aug 15, 2025 | Jul 21, 2025 |
The rule
- Registrations ended
- Aug 15, 2025
- Registered next
- Jul 21, 2025 to Jul 22, 2025
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 3,302 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape