DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left H• F•••••••• A••••••• for M•• C•••••• M••••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew J MarusicCleveland, OhJan 2, 2020Jan 19, 2021
Marla Kim PettiCleveland, OhJan 2, 2020Jan 15, 2021
Nicholas Steven MccrearyCleveland, OhJan 2, 2020Jan 15, 2021
Stanley John MajkrzakCleveland, OhJan 2, 2020Jan 26, 2021
Stephen Louis RudolphCleveland, OhJan 2, 2020Feb 5, 2021
The rule
Registrations ended
Jan 2, 2020
Registered next
Jan 15, 2021 to Feb 5, 2021
Branch state
OH
Cities
1, most in Cleveland, Oh
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of H• F•••••••• A•••••••Other teams into M•• C•••••• M••••••••• L••