DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left J••••• M••••••••• S•••• L•• for A•••••• W••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Andrew ChornyakColumbus, OhJul 1, 2025Jun 20, 2025
Joseph Andrew ChornyakColumbus, OhJul 1, 2025Jun 20, 2025
Austin Robert MaukColumbus, OhJul 8, 2025Jul 2, 2025
Caitlin C MinneciColumbus, OhJul 8, 2025Jul 7, 2025
Robert Allan MaukColumbus, OhJul 8, 2025Jun 20, 2025
Susan M BickelColumbus, OhJul 8, 2025Jun 20, 2025
The rule
Registrations ended
Jul 1, 2025 to Jul 8, 2025
Registered next
Jun 20, 2025 to Jul 7, 2025
Branch state
OH
Cities
1, most in Columbus, Oh
Registered there that day
1,236 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape
Other teams out of J••••• M••••••••• S•••• L••Other teams into A•••••• W••••• M••••••••• L••