DFX Intelligence
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Team lift-out
2 advisors left B•••• T•• W••••• M••••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Samuel Zaidain | Cincinnati, Oh | Oct 28, 2025 | Feb 14, 2018 |
| Neal Schulte | Cincinnati, Oh | Oct 28, 2025 | Feb 14, 2018 |
The rule
- Registrations ended
- Oct 28, 2025
- Registered next
- Feb 14, 2018
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape