DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left B••••••• • C•• L•• for B••••••• • C•• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Francis AntenucciCincinnati, OhApr 12, 2018Apr 13, 2018
Christopher Douglas RobbinsCincinnati, OhApr 12, 2018Apr 27, 2018
Craig M SarembockCincinnati, OhApr 12, 2018Apr 30, 2018
David Philip FrancisCincinnati, OhApr 12, 2018Apr 30, 2018
Holly Hirt MazzoccaCincinnati, OhApr 12, 2018Apr 30, 2018
James Brian HagertyCincinnati, OhApr 12, 2018Apr 27, 2018
Jason Martin KatzCincinnati, OhApr 12, 2018Apr 13, 2018
Kenneth Lawrence SchlachterCincinnati, OhApr 12, 2018Apr 27, 2018
Kyle William PohlmanCincinnati, OhApr 12, 2018Apr 30, 2018
Lori Beth PooleCincinnati, OhApr 12, 2018Apr 30, 2018
Michael Sayers CambronCincinnati, OhApr 12, 2018Apr 27, 2018
Woodrow Hunter UibleCincinnati, OhApr 12, 2018Apr 27, 2018
The rule
Registrations ended
Apr 12, 2018
Registered next
Apr 13, 2018 to Apr 30, 2018
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of B••••••• • C•• L••Other teams into B••••••• • C•• W••••• M••••••••• L••