DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left B•••••••• R••••• • F•••••••• I••• for R••••••• V•••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jennifer Marie DavisChicago, IlJan 13, 2022Jan 18, 2022
Kathryn C. GlanzChicago, IlJan 13, 2022Jan 21, 2022
Quinn Patrick MartinChicago, IlJan 13, 2022Jan 14, 2022
Rebecca Ellen DeatonChicago, IlJan 13, 2022Jan 19, 2022
Ruth Fiorentino UressChicago, IlJan 13, 2022Jan 14, 2022
Whitney Kathryn Spalding SpencerChicago, IlJan 13, 2022Jan 14, 2022
The rule
Registrations ended
Jan 13, 2022
Registered next
Jan 14, 2022 to Jan 21, 2022
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
27 (people still on IAPD; an estimate)
Share of that headcount
22%
Succession by the destination
none on the tape
Other teams out of B•••••••• R••••• • F•••••••• I•••Other teams into R••••••• V•••• P•••••••• L••