DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
6 advisors left S••••• B••••• • H••••• for C••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Alfred Bryant | Chicago, Il | Dec 14, 2023 | Mar 31, 2023 |
| Jeffrey Lawrence Slepian | Chicago, Il | Dec 14, 2023 | Aug 4, 2023 |
| Jeffrey Robert Rode | Chicago, Il | Dec 14, 2023 | Mar 31, 2023 |
| John Christopher Harrington | Chicago, Il | Dec 14, 2023 | Oct 5, 2023 |
| John Merrill Lafferty | Chicago, Il | Dec 14, 2023 | Mar 31, 2023 |
| Thomas Patrick Mcgrath | Chicago, Il | Dec 14, 2023 | Apr 10, 2023 |
The rule
- Registrations ended
- Dec 14, 2023
- Registered next
- Mar 31, 2023 to Oct 5, 2023
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm