DFX Intelligence
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Team lift-out
2 advisors left T•••••• W••••• M••••••••• L•• for A•• P•••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Nicholas Kuhn | Cincinnati, Oh | Jul 6, 2026 | Mar 9, 2026 |
| Luke Brennan Fleming | Cincinnati, Oh | Jul 6, 2026 | Mar 9, 2026 |
The rule
- Registrations ended
- Jul 6, 2026
- Registered next
- Mar 9, 2026
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape