DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left N•• F•••••••• P••••••• for S•••••• F•••••••• G••••• L•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ashley Candace CostelloMayfield Heights, OhNov 7, 2022Jan 12, 2022
Connor Steven FifeMayfield Heights, OhNov 7, 2022Jan 12, 2022
David Francis KurtzMayfield Heights, OhNov 7, 2022Jan 12, 2022
Elizabeth Pierce ScheidererMayfield Heights, OhNov 7, 2022Jan 12, 2022
Karey Lynn EdwardsMayfield Heights, OhNov 7, 2022Jan 12, 2022
Kevin Howard MyeroffMayfield Heights, OhNov 7, 2022Jan 12, 2022
Melanie R. RossMayfield Heights, OhNov 7, 2022Jan 12, 2022
Michael Martin WasylyshynMayfield Heights, OhNov 7, 2022Jan 12, 2022
Mitchell Alban KotheimerMayfield Heights, OhNov 7, 2022Jan 12, 2022
Robert Blair CasaronaMayfield Heights, OhNov 7, 2022Jan 12, 2022
The rule
Registrations ended
Nov 7, 2022
Registered next
Jan 12, 2022
Branch state
OH
Cities
1, most in Mayfield Heights, Oh
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of N•• F•••••••• P•••••••Other teams into S•••••• F•••••••• G••••• L•••••