DFX Intelligence
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Firm absorbed
15 advisors left C•••• B•••• G•••• for S•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Meidenbauer | Cleveland, Oh | Jul 1, 2024 | Jun 25, 2024 |
| Adam Philipp | Cleveland, Oh | Jul 1, 2024 | Jun 20, 2024 |
| Azim Nakhooda | Cleveland, Oh | Jul 1, 2024 | Jun 19, 2024 |
| Brian Morton | Cleveland, Oh | Jul 1, 2024 | Jun 26, 2024 |
| Christine Sivak | Cleveland, Oh | Jul 1, 2024 | Jun 20, 2024 |
| David Robertson | Cleveland, Oh | Jul 1, 2024 | Jun 20, 2024 |
| David Weikert | Cleveland, Oh | Jul 1, 2024 | Jun 18, 2024 |
| Edward Detomaso | Cleveland, Oh | Jul 1, 2024 | Jul 2, 2024 |
| Frank Legan | Cleveland, Oh | Jul 1, 2024 | Jun 20, 2024 |
| Howard Slater | Cleveland, Oh | Jul 1, 2024 | Jun 19, 2024 |
| Mark Munday | Cleveland, Oh | Jul 1, 2024 | Jun 20, 2024 |
| Michael Anthony Dejohn | Cleveland, Oh | Jul 1, 2024 | Jun 26, 2024 |
| Mordechai Khaimov | Cleveland, Oh | Jul 1, 2024 | Jul 3, 2024 |
| Wayne Salsbury | Cleveland, Oh | Jul 1, 2024 | Jun 27, 2024 |
| William Glubiak | Cleveland, Oh | Jul 1, 2024 | Jun 27, 2024 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Jul 1, 2024
- Registered next
- Jun 18, 2024 to Jul 3, 2024
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- none on the tape