DFX Intelligence
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Team lift-out
2 advisors left K•••••• F•••••••• A••••••• L•• for C••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisa Marie Thuer | Palatine, Il | Dec 31, 2018 | May 23, 2018 |
| Mark Stephen Mccallum | Palatine, Il | Dec 31, 2018 | May 23, 2018 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- May 23, 2018
- Branch state
- IL
- Cities
- 1, most in Palatine, 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