DFX Intelligence
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Firm absorbed
5 advisors left P••••••• W••••• M••••••••• I••• for M••••••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Joseph Bruns | West Chester, Oh | Dec 23, 2021 | Sep 27, 2021 |
| Eric Michael Bokesch | West Chester Twp, Oh | Dec 23, 2021 | Sep 28, 2021 |
| Geoffrey Gordon Glazier | West Chester, Oh | Dec 23, 2021 | Oct 1, 2021 |
| Jeffrey Scott Sims | West Chester, Oh | Dec 23, 2021 | Sep 28, 2021 |
| Jordan Curtis Nare | West Chester, Oh | Dec 23, 2021 | Sep 28, 2021 |
The rule
- Registrations ended
- Dec 23, 2021
- Registered next
- Sep 27, 2021 to Oct 1, 2021
- Branch state
- OH
- Cities
- 2, most in West Chester, Oh
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape