DFX Intelligence
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Firm absorbed
6 advisors left C•••• A••••••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank William Siegel | Columbus, Oh | Sep 19, 2025 | Oct 3, 2025 |
| James William Coons | Columbus, Oh | Sep 19, 2025 | Oct 3, 2025 |
| John Patrick Mccorkle | Columbus, Oh | Sep 19, 2025 | Oct 3, 2025 |
| Keith Michael Blankemeyer | Columbus, Oh | Sep 19, 2025 | Oct 8, 2025 |
| Pikling Martina Cheung | Columbus, Oh | Sep 19, 2025 | Sep 22, 2025 |
| Robert John Hoffman | Columbus, Oh | Sep 19, 2025 | Oct 3, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Sep 19, 2025
- Registered next
- Sep 22, 2025 to Oct 8, 2025
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape