DFX Intelligence
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Team lift-out
2 advisors left C••••••••• W••••• A••••••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donna Sturgeon Sterwerf | Cincinnati, Oh | Apr 25, 2025 | May 14, 2025 |
| Jacob Michael Geglein | Cincinnati, Oh | Apr 25, 2025 | May 14, 2025 |
The rule
- Registrations ended
- Apr 25, 2025
- Registered next
- May 14, 2025
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape