DFX Intelligence
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Firm absorbed
3 advisors left O•• R•••• I••••••••• L•• for N•••• S••••• I••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Joseph Barclay | Chicago, Il | Aug 15, 2018 | May 11, 2019 |
| Kierstin Renee Green | Chicago, Il | Aug 15, 2018 | Dec 27, 2018 |
| Philip James Callahan | Chicago, Il | Aug 15, 2018 | May 11, 2019 |
The rule
- Registrations ended
- Aug 15, 2018
- Registered next
- Dec 27, 2018 to May 11, 2019
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape