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 B• R•••• W••••• A•••••••• I••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gene Alan Fritzsche | Novelty, Oh | Jul 10, 2025 | Jul 2, 2025 |
| Gregory S Berlin | Mayfield Heights, Oh | Jul 10, 2025 | Jul 2, 2025 |
| Michael David Zawatsky | Mayfield Heights, Oh | Jul 10, 2025 | Jun 25, 2025 |
| Ronald James Pirro | Mayfield Heights, Oh | Jul 10, 2025 | Jun 25, 2025 |
The rule
- Registrations ended
- Jul 10, 2025
- Registered next
- Jun 25, 2025 to Jul 2, 2025
- Branch state
- OH
- Cities
- 2, most in Mayfield Heights, Oh
- Registered there that day
- 188 (people still on IAPD; an estimate)
- Share of that headcount
- 2.1%
- Succession by the destination
- none on the tape