DFX Intelligence
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Firm absorbed
16 advisors left T••••••••• W••••• M••••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Hamilton Bralliar | Beachwood, Oh | Dec 15, 2025 | Sep 16, 2025 |
| Eric James Heffke | Beachwood, Oh | Dec 15, 2025 | Sep 16, 2025 |
| Gregory Joseph Harris | Beachwood, Oh | Dec 15, 2025 | Jun 17, 2025 |
| Jean Marie Stefanov | Beachwood, Oh | Dec 15, 2025 | Jul 22, 2025 |
| John Patrick Cingel | Beachwood, Oh | Dec 15, 2025 | Sep 15, 2025 |
| Jonathan Robert Schonfeld | Beachwood, Oh | Dec 15, 2025 | Sep 26, 2025 |
| Karen Frankino | Beachwood, Oh | Dec 15, 2025 | Sep 16, 2025 |
| Kristen Alice Mignogna | Beachwood, Oh | Dec 15, 2025 | Sep 16, 2025 |
| Marc Hamilton Stone | Beachwood, Oh | Dec 15, 2025 | Sep 15, 2025 |
| Matthew Michael Darcy | Beachwood, Oh | Dec 15, 2025 | Sep 15, 2025 |
| Stephanie Elizabeth Stone | Beachwood, Oh | Dec 15, 2025 | Sep 16, 2025 |
| Stuart David Abrams | Beachwood, Oh | Dec 15, 2025 | Sep 16, 2025 |
| Thomas Francis Dowd | Beachwood, Oh | Dec 15, 2025 | Sep 15, 2025 |
| Tina Marie Hallier | Beachwood, Oh | Dec 15, 2025 | Sep 16, 2025 |
| William Louis Dimenna | Beachwood, Oh | Dec 15, 2025 | Aug 9, 2024 |
The rule
- Registrations ended
- Dec 15, 2025
- Registered next
- Aug 9, 2024 to Sep 26, 2025
- Branch state
- OH
- Cities
- 1, most in Beachwood, Oh
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 89%
- Succession by the destination
- none on the tape