DFX Intelligence
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Firm absorbed
9 advisors left C•••• B•••• G•••• for C•••••• G•••• • C• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Azim Nakhooda | Cleveland, Oh | Jul 1, 2024 | Apr 7, 2021 |
| Christine Sivak | Cleveland, Oh | Jul 1, 2024 | Apr 7, 2021 |
| David Robertson | Cleveland, Oh | Jul 1, 2024 | Apr 13, 2021 |
| Edward Detomaso | Cleveland, Oh | Jul 1, 2024 | Apr 7, 2021 |
| Frank Legan | Cleveland, Oh | Jul 1, 2024 | Apr 13, 2021 |
| Howard Slater | Cleveland, Oh | Jul 1, 2024 | Apr 7, 2021 |
| Mark Munday | Cleveland, Oh | Jul 1, 2024 | Apr 7, 2021 |
| Michael Anthony Dejohn | Cleveland, Oh | Jul 1, 2024 | Apr 7, 2021 |
| William Glubiak | Cleveland, Oh | Jul 1, 2024 | Apr 7, 2021 |
The rule
- Registrations ended
- Jul 1, 2024
- Registered next
- Apr 7, 2021 to Apr 13, 2021
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape