DFX Intelligence
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Firm absorbed
7 advisors left P•••••• M•• A•••••••• I••• for P••• I••••••••• A•••••••
asset managertoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lori Ann Ragus | Naperville, Il | May 22, 2019 | May 22, 2019 |
| Kevin Kulling | Naperville, Il | May 28, 2019 | May 24, 2019 |
| Thomas Anthony Lanzara | Naperville, Il | May 29, 2019 | May 29, 2019 |
| Timothy James Flaherty | Naperville, Il | May 29, 2019 | May 29, 2019 |
| Brian David Hextell | Naperville, Il | May 31, 2019 | Jun 4, 2019 |
| David James Lutter | Naperville, Il | May 31, 2019 | May 31, 2019 |
| Paula Jean Cooper | Naperville, Il | May 31, 2019 | May 31, 2019 |
The rule
- Registrations ended
- May 22, 2019 to May 31, 2019
- Registered next
- May 22, 2019 to Jun 4, 2019
- Branch state
- IL
- Cities
- 1, most in Naperville, Il
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 64%
- Succession by the destination
- a succession within a year (Apr 18, 2019), not necessarily this firm