DFX Intelligence
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Team lift-out
2 advisors left R••••• G••••• • A••••••••• I•• for B••••• F•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Robert Gordon | Springfield, Il | Feb 7, 2024 | Feb 4, 2024 |
| Richard Lee Stone | Springfield, Il | Feb 7, 2024 | Jan 24, 2024 |
The rule
- Registrations ended
- Feb 7, 2024
- Registered next
- Jan 24, 2024 to Feb 4, 2024
- Branch state
- IL
- Cities
- 1, most in Springfield, 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