DFX Intelligence

RIA 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

8 advisors left B••••••••• F•••••••• G••••• I••• for B••••••••• C•••••• M••••••••• I•••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Paul GriffithDayton, OhMar 6, 2025Sep 14, 2018
Emily M CozadDayton, OhMar 6, 2025May 6, 2021
Jay Allen BuckinghamDayton, OhMar 6, 2025Oct 18, 1999
Lance C SteinerDayton, OhMar 6, 2025Aug 15, 2018
Marla Rae ChambersDayton, OhMar 6, 2025Oct 19, 2015
Melissa Lynn MuellerDayton, OhMar 6, 2025Sep 1, 2022
Nicole Theisen StrbichDayton, OhMar 6, 2025Mar 29, 2018
Tracy E TravisDayton, OhMar 6, 2025Mar 8, 2022
The rule
Registrations ended
Mar 6, 2025
Registered next
Oct 18, 1999 to Sep 1, 2022
Branch state
OH
Cities
1, most in Dayton, Oh
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
62%
Succession by the destination
none on the tape
Other teams out of B••••••••• F•••••••• G••••• I•••Other teams into B••••••••• C•••••• M••••••••• I•••