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
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian James Gernant | Geneseo, Il | Jul 29, 2019 | Jul 30, 2019 |
| David Victor Rashid | Streator, Il | Aug 6, 2019 | Aug 5, 2019 |
The rule
- Registrations ended
- Jul 29, 2019 to Aug 6, 2019
- Registered next
- Jul 30, 2019 to Aug 5, 2019
- Branch state
- IL
- Cities
- 2, most in Geneseo, Il
- Registered there that day
- 1,408 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape