DFX Intelligence
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Team lift-out
2 advisors left L••••••• I••••••••• C••••••• L•• for B••••••• • C•• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Krista Kay Linn | Chicago, Il | Sep 12, 2019 | Aug 20, 2019 |
| Peter Ward Flanzer | Chicago, Il | Sep 12, 2019 | Nov 20, 2020 |
The rule
- Registrations ended
- Sep 12, 2019
- Registered next
- Aug 20, 2019 to Nov 20, 2020
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Sep 4, 2019), not necessarily this firm