DFX Intelligence
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Team lift-out
2 advisors left K•••••••• • A••••••••• L••• for A••• A••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Edward Kleinhenz | Cleveland Heights, Oh | Oct 24, 2025 | Sep 10, 2025 |
| Karen Rose Kleinhenz | Cleveland Heights, Oh | Oct 24, 2025 | Sep 10, 2025 |
The rule
- Registrations ended
- Oct 24, 2025
- Registered next
- Sep 10, 2025
- Branch state
- OH
- Cities
- 1, most in Cleveland Heights, Oh
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape