DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for S••••• O•• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Tavas | Wilmette, Il | Jan 8, 2025 | Jan 14, 2025 |
| Oren Guzman | Wilmette, Il | Jan 13, 2025 | Jan 14, 2025 |
The rule
- Registrations ended
- Jan 8, 2025 to Jan 13, 2025
- Registered next
- Jan 14, 2025
- Branch state
- IL
- Cities
- 1, most in Wilmette, Il
- Registered there that day
- 7,258 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape