DFX Intelligence
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Firm absorbed
7 advisors left H•••• W••••• M••••••••• for H•••• W•••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christine Ann Stine | Cincinnati, Oh | Jul 7, 2025 | Jul 9, 2025 |
| David Maurice Lohre | Cincinnati, Oh | Jul 7, 2025 | Jul 7, 2025 |
| Kathleen Christine Laverde | Cincinnati, Oh | Jul 7, 2025 | Jul 7, 2025 |
| Keith Edmond Prince | Cincinnati, Oh | Jul 7, 2025 | Jul 8, 2025 |
| Michael Dunlap Napier | Cincinnati, Oh | Jul 7, 2025 | Jul 7, 2025 |
| Michael Louis Hermes | Cincinnati, Oh | Jul 7, 2025 | Jul 8, 2025 |
| Muhammad Fateh Akbar Tiwana | Cincinnati, Oh | Jul 7, 2025 | Jul 11, 2025 |
| Richard Owings Bascom | Cincinnati, Oh | Jul 7, 2025 | Jul 8, 2025 |
| Thomas Edward Reitzes | Cincinnati, Oh | Jul 7, 2025 | Jul 8, 2025 |
The rule
- Registrations ended
- Jul 7, 2025
- Registered next
- Jul 7, 2025 to Jul 11, 2025
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 64%
- Succession by the destination
- none on the tape