DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left R•••••• J•••• • A••••••••• I••• for U•••• S•••••••• A•••••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Thomas Holtmeier | Blue Ash, Oh | Apr 2, 2026 | Apr 7, 2026 |
| Timothy Mathew Recker | Blue Ash, Oh | Apr 2, 2026 | Apr 7, 2026 |
| Zachary Harper Holtmeier | Blue Ash, Oh | Apr 2, 2026 | Apr 7, 2026 |
The rule
- Registrations ended
- Apr 2, 2026
- Registered next
- Apr 7, 2026
- Branch state
- OH
- Cities
- 1, most in Blue Ash, Oh
- Registered there that day
- 5,562 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape