DFX Intelligence

RIA Intelligence

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Firm absorbed

13 advisors left M•••••• W••••• A••••••• for M••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony RobertsCincinnati, OhNov 26, 2018Feb 26, 2018
Brad Ian MorganCincinnati, OhNov 26, 2018Feb 26, 2018
John Jeffrey KrumpelmanCincinnati, OhNov 26, 2018Feb 26, 2018
Jonathon Adam BresnenCincinnati, OhNov 26, 2018Feb 26, 2018
Kristin Ann FishbaughCincinnati, OhNov 26, 2018Feb 26, 2018
Lee Jonathan FeinererCincinnati, OhNov 26, 2018Feb 26, 2018
Leon Henry LoewenstineCincinnati, OhNov 26, 2018Feb 26, 2018
Melinda Mclaughlin-HinamanCincinnati, OhNov 26, 2018Feb 26, 2018
Michael Patrick RichterCincinnati, OhNov 26, 2018Feb 26, 2018
Nolan D KamererCincinnati, OhNov 26, 2018Feb 26, 2018
Pamela Fettig ThompsonCincinnati, OhNov 26, 2018Feb 26, 2018
Ryan Lynn BrownCincinnati, OhNov 26, 2018Feb 26, 2018
Valerie Lucille NewellCincinnati, OhNov 26, 2018Feb 26, 2018
The rule
Registrations ended
Nov 26, 2018
Registered next
Feb 26, 2018
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
87%
Succession by the destination
none on the tape
Other teams out of M•••••• W••••• A•••••••Other teams into M••••••