DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left A••• W••••• M••••••••• L•• for W•••••••• W••••• M••••••••• L••

state registeredtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph F RomitoBerea, OhNov 3, 2020Oct 14, 2020
Matthew D HeckBerea, OhNov 3, 2020Oct 14, 2020
Raymond Scott LoudenBerea, OhNov 3, 2020Oct 14, 2020
Terrence Jude HeilBerea, OhNov 3, 2020Oct 14, 2020
The rule
Registrations ended
Nov 3, 2020
Registered next
Oct 14, 2020
Branch state
OH
Cities
2, most in Westlake, Oh
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
57%
Succession by the destination
none on the tape
Other teams out of A••• W••••• M••••••••• L••Other teams into W•••••••• W••••• M••••••••• L••