DFX Intelligence
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3 advisors left T• A••••••• for J•••••• A••••••• G••••• L••
Firm absorbedjoined J•••••• A••••••• G••••• L••
No date on record · this record
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Gerard Tillar | Centerville, Oh | Jan 5, 2023 | Jan 5, 2023 |
| Patricia Ann Kuhar | Centerville, Oh | Jan 5, 2023 | Jan 5, 2023 |
| Stephen Andrew Wenstrup | Centerville, Oh | Jan 5, 2023 | Jan 5, 2023 |
The rule
- Registrations ended
- Jan 5, 2023
- Registered next
- Jan 5, 2023
- Branch state
- OH
- Cities
- 1, most in Centerville, 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