DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• A•••••••• I••• for O•••••••• F•••••••• S••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ian Matthew Morrison | Crystal Lake, Il | May 25, 2023 | May 22, 2023 |
| Mark Eugene Morrison | Crystal Lake, Il | May 25, 2023 | May 22, 2023 |
The rule
- Registrations ended
- May 25, 2023
- Registered next
- May 22, 2023
- Branch state
- IL
- Cities
- 1, most in Crystal Lake, Il
- Registered there that day
- 1,899 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape