DFX Intelligence
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Team lift-out
7 advisors left P••••••••• C•••••• A••••••• for F••••••••• I••••••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Fruehauf Chamberlin | Westlake, Oh | Oct 1, 2025 | Sep 19, 2025 |
| Jordan Daniel Knapke | Westlake, Oh | Oct 1, 2025 | Sep 23, 2025 |
| Scott Christopher Nolen | Westlake, Oh | Oct 1, 2025 | Sep 19, 2025 |
The rule
- Registrations ended
- Oct 1, 2025
- Registered next
- Sep 19, 2025 to Sep 23, 2025
- Branch state
- OH
- Cities
- 1, most in Westlake, Oh
- Registered there that day
- 109 (people still on IAPD; an estimate)
- Share of that headcount
- 6.4%
- Succession by the destination
- none on the tape