DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

5 advisors left A•••••••• I••••••••• M••••••••• L•• for S•••••• F•••••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Patrick GiestingCincinnati, OhJun 11, 2018Jun 21, 2018
David Francis TreftCincinnati, OhJun 11, 2018Jun 19, 2018
Michael Anthony SoudersCincinnati, OhJun 11, 2018Jun 21, 2018
Paul Ferris SolomonCincinnati, OhJun 11, 2018Jun 21, 2018
Ryan Pat BonaventuraCincinnati, OhJun 14, 2018Jun 21, 2018
The rule
Registrations ended
Jun 11, 2018 to Jun 14, 2018
Registered next
Jun 19, 2018 to Jun 21, 2018
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
37 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape
Other teams out of A•••••••• I••••••••• M••••••••• L••Other teams into S•••••• F•••••••• A•••••••• L••