DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•••• I••••••••• A••••••• L•• for L•••• G•••• F•••••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Lee StewartRockford, IlOct 7, 2025Aug 25, 2025
Katherine Alicia DowningRockford, IlOct 7, 2025Aug 22, 2025
Lucas Arthur BegginRockford, IlOct 7, 2025Aug 22, 2025
Todd Thomas RenoRockford, IlOct 7, 2025Aug 25, 2025
The rule
Registrations ended
Oct 7, 2025
Registered next
Aug 22, 2025 to Aug 25, 2025
Branch state
IL
Cities
1, most in Rockford, Il
Registered there that day
108 (people still on IAPD; an estimate)
Share of that headcount
3.7%
Succession by the destination
none on the tape
Other teams out of R•••• I••••••••• A••••••• L••Other teams into L•••• G•••• F•••••••• A•••••••• L••