DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left B•••••••• R••••• • F•••••••• I••• for D•••••• W••••• A•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alyssa Kathleen SchusterChicago, IlJan 13, 2022Feb 9, 2022
Anne Roesner PettyChicago, IlJan 13, 2022Feb 9, 2022
Katherine Tara DonaldsonChicago, IlJan 13, 2022Feb 9, 2022
Kelsey Anne SpresserChicago, IlJan 13, 2022Feb 9, 2022
Kristin Lee BalonChicago, IlJan 13, 2022Feb 9, 2022
Mary Claire AllvineChicago, IlJan 13, 2022Feb 5, 2022
Maureen Vigland MillerChicago, IlJan 13, 2022Feb 9, 2022
Phoebe Claire StefaniChicago, IlJan 13, 2022Feb 9, 2022
Suzanne Marie WetzelChicago, IlJan 13, 2022Feb 9, 2022
The rule
Registrations ended
Jan 13, 2022
Registered next
Feb 5, 2022 to Feb 9, 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
33%
Succession by the destination
none on the tape
Other teams out of B•••••••• R••••• • F•••••••• I•••Other teams into D•••••• W••••• A•••••••