DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Begley | Lake Forest, Il | Sep 20, 2024 | Sep 13, 2024 |
| Anastasia Olegovna Tashlitsky | Lake Forest, Il | Sep 24, 2024 | Sep 13, 2024 |
| Louise Ozolins | Lake Forest, Il | Sep 24, 2024 | Sep 13, 2024 |
| Lucas Weis | Lake Forest, Il | Sep 24, 2024 | Sep 13, 2024 |
| Richard Stanfel | Lake Forest, Il | Sep 24, 2024 | Sep 13, 2024 |
| Robert Weis | Lake Forest, Il | Oct 3, 2024 | Sep 13, 2024 |
The rule
- Registrations ended
- Sep 20, 2024 to Oct 3, 2024
- Registered next
- Sep 13, 2024
- Branch state
- IL
- Cities
- 1, most in Lake Forest, Il
- Registered there that day
- 2,921 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape