DFX Intelligence
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Team lift-out
2 advisors left C•••••• L•• for C••••••• P•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Gregory Lors | Rockford, Il | Mar 3, 2025 | Feb 27, 2025 |
| Lindsey Thorsen Oneil | Rockford, Il | Mar 3, 2025 | Feb 27, 2025 |
The rule
- Registrations ended
- Mar 3, 2025
- Registered next
- Feb 27, 2025
- Branch state
- IL
- Cities
- 1, most in Rockford, Il
- Registered there that day
- 121 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape