DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for S••••• F••••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carl Andrew Adkins | Cincinnati, Oh | Mar 10, 2026 | Mar 9, 2026 |
| Charles F Fellows | Cincinnati, Oh | Mar 10, 2026 | Mar 9, 2026 |
| Jay C Weislogel | Cincinnati, Oh | Mar 10, 2026 | Mar 9, 2026 |
| Katherine Nancy Owens | Cincinnati, Oh | Mar 10, 2026 | Mar 9, 2026 |
| Noah Adam Koterba | Maineville, Oh | Mar 10, 2026 | Mar 9, 2026 |
| Robert Stephen Castellini | Cincinnati, Oh | Mar 10, 2026 | Mar 9, 2026 |
The rule
- Registrations ended
- Mar 10, 2026
- Registered next
- Mar 9, 2026
- Branch state
- OH
- Cities
- 2, most in Cincinnati, Oh
- Registered there that day
- 14,198 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape