DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for B••••• F•••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Tavas | Wilmette, Il | Mar 21, 2024 | Mar 8, 2022 |
| Oren Guzman | Wilmette, Il | Mar 21, 2024 | May 15, 2020 |
The rule
- Registrations ended
- Mar 21, 2024
- Registered next
- May 15, 2020 to Mar 8, 2022
- Branch state
- IL
- Cities
- 1, most in Wilmette, Il
- Registered there that day
- 149 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape