DFX Intelligence
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Team lift-out
2 advisors left P•••••• V••••• L•• for R•••••• J•••• F•••••••• S•••••••• I•••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Michael Weil | Oak Brook, Il | Nov 4, 2020 | Apr 15, 2004 |
| Steven Ira Merdinger | Oak Brook, Il | Nov 4, 2020 | Jul 15, 2002 |
The rule
- Registrations ended
- Nov 4, 2020
- Registered next
- Jul 15, 2002 to Apr 15, 2004
- Branch state
- IL
- Cities
- 1, most in Oak Brook, Il
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape