DFX Intelligence
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Team lift-out
2 advisors left B•••••••• A••••••••• I••• for C•••••• P••••••• I••••••••• G•••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Meg Ellen Davidson | Burr Ridge, Il | Dec 31, 2024 | Nov 15, 2024 |
| Thomas Robert Flaig | Burr Ridge, Il | Jan 6, 2025 | Nov 15, 2024 |
The rule
- Registrations ended
- Dec 31, 2024 to Jan 6, 2025
- Registered next
- Nov 15, 2024
- Branch state
- IL
- Cities
- 1, most in Burr Ridge, Il
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape