DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left R••••• D•••••• F•••••••• A••••••• L•• for R••••• D•••••• F•••••••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Earl DaniherCincinnati, OhJun 29, 2022Jun 22, 2022
John Kenneth RitterCincinnati, OhJun 29, 2022Jun 22, 2022
Michele R DaniherCincinnati, OhJun 29, 2022Jun 22, 2022
Nicolas Allen PaxsonCincinnati, OhJun 29, 2022Jun 22, 2022
Ronda L KoehlerCincinnati, OhJun 29, 2022Jun 22, 2022
The rule
Registrations ended
Jun 29, 2022
Registered next
Jun 22, 2022
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (May 11, 2022), not necessarily this firm
Other teams out of R••••• D•••••• F•••••••• A••••••• L••Other teams into R••••• D•••••• F•••••••• A••••••• L••