DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left B•••• T•• W••••• M••••••••• for I••••• F•••••••• C•••••••••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leah Christine Schulte | Cincinnati, Oh | Dec 2, 2025 | Feb 7, 2017 |
| Nicholas N Schulte | Cincinnati, Oh | Dec 3, 2025 | Feb 6, 2017 |
The rule
- Registrations ended
- Dec 2, 2025 to Dec 3, 2025
- Registered next
- Feb 6, 2017 to Feb 7, 2017
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape