DFX Intelligence
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Team lift-out
2 advisors left I••••••• I••••••••• L••••• for U••••• C•••••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony C Carpita | Moline, Il | Mar 29, 2019 | Mar 29, 2019 |
| Rian Dana Waterman | Moline, Il | Mar 29, 2019 | Mar 29, 2019 |
The rule
- Registrations ended
- Mar 29, 2019
- Registered next
- Mar 29, 2019
- Branch state
- IL
- Cities
- 1, most in Moline, Il
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape