DFX Intelligence
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Firm absorbed
5 advisors left C••••••••• W••••• A•••••••• L•• for C••••••••• W••••• A•••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cheryl Nicole Rose | Cincinnati, Oh | May 28, 2020 | Mar 24, 2020 |
| Donna Sturgeon Sterwerf | Cincinnati, Oh | May 28, 2020 | Mar 24, 2020 |
| Jacob Michael Geglein | Cincinnati, Oh | May 28, 2020 | Mar 24, 2020 |
| Kyle Wayne Rudduck | Cincinnati, Oh | May 28, 2020 | Mar 24, 2020 |
| Nicholas Connor Reilly | Cincinnati, Oh | May 28, 2020 | Mar 24, 2020 |
The rule
- Registrations ended
- May 28, 2020
- Registered next
- Mar 24, 2020
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 63%
- Succession by the destination
- none on the tape