DFX Intelligence
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Team lift-out
2 advisors left G•••••• W••••• A••••••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank Thomas Patzke | Palatine, Il | Dec 18, 2019 | Jan 15, 2020 |
| Klaudia Katarzyna Dettloff | Palatine, Il | Dec 18, 2019 | Jan 17, 2020 |
The rule
- Registrations ended
- Dec 18, 2019
- Registered next
- Jan 15, 2020 to Jan 17, 2020
- Branch state
- IL
- Cities
- 1, most in Palatine, Il
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape