DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathryn Marie Baness | Lake Forest, Il | Jul 25, 2024 | Jul 23, 2024 |
| Stephanie Esposito | Lake Forest, Il | Jul 25, 2024 | Jul 23, 2024 |
The rule
- Registrations ended
- Jul 25, 2024
- Registered next
- Jul 23, 2024
- Branch state
- IL
- Cities
- 1, most in Lake Forest, Il
- Registered there that day
- 2,901 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape