DFX Intelligence

RIA Intelligence

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Firm absorbed

13 advisors left T•••• W••••• P•••••••• L•• for C••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Amelia Ann WestCincinnati, OhMar 23, 2026Nov 12, 2025
Christopher Charles AllenCincinnati, OhMar 23, 2026Nov 10, 2025
David Dean WilderCincinnati, OhMar 23, 2026Nov 10, 2025
Dawn Ellen MorleyCincinnati, OhMar 23, 2026Nov 14, 2025
Dylan Micheal SabolCincinnati, OhMar 23, 2026Nov 10, 2025
Joel Alan MusserCincinnati, OhMar 23, 2026Nov 10, 2025
Jonathan William AndreCincinnati, OhMar 23, 2026Nov 10, 2025
Jordan Curtis NareCincinnati, OhMar 23, 2026Nov 10, 2025
Madison Ann KrummenCincinnati, OhMar 23, 2026Nov 10, 2025
Marc James WambaughCincinnati, OhMar 23, 2026Nov 10, 2025
Micah PetersonCincinnati, OhMar 23, 2026Nov 10, 2025
Robert Joseph LemmonsCincinnati, OhMar 23, 2026Nov 10, 2025
Robert Norman SiegmannCincinnati, OhMar 23, 2026Nov 10, 2025
The rule
Registrations ended
Mar 23, 2026
Registered next
Nov 10, 2025 to Nov 14, 2025
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
93%
Succession by the destination
none on the tape
Other teams out of T•••• W••••• P•••••••• L••Other teams into C••• L••