DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left M•••••• F•••••••• I••••••••• M••••••••• I••• for C••••••• P•••••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Boyles LawlessChicago, IlSep 29, 2023Oct 10, 2023
Christopher John PohlmanChicago, IlSep 29, 2023Oct 9, 2023
Ernest Joseph TalaricoChicago, IlSep 29, 2023Oct 12, 2023
Jennifer Marie FriedmanChicago, IlSep 29, 2023Oct 4, 2023
Kevin Lynn BabbChicago, IlSep 29, 2023Oct 4, 2023
Rita Mary LatnhothaChicago, IlSep 29, 2023Oct 9, 2023
Ryan Randall BlockChicago, IlSep 29, 2023Oct 3, 2023
Thomas Andrew PanoplosChicago, IlSep 29, 2023Oct 6, 2023
Thomas Francis EnrightChicago, IlSep 29, 2023Oct 3, 2023
Vincent Anthony AllegraChicago, IlSep 29, 2023Oct 3, 2023
David H. DermenjianChicago, IlOct 2, 2023Oct 10, 2023
The rule
Registrations ended
Sep 29, 2023 to Oct 2, 2023
Registered next
Oct 3, 2023 to Oct 12, 2023
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
85 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape
Other teams out of M•••••• F•••••••• I••••••••• M••••••••• I•••Other teams into C••••••• P•••••••