DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
7 advisors left G••• H••••• F•••••••• for C•••• C••••••• L••
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Stephen Ulm | Barrington, Il | Jan 2, 2015 | Feb 10, 2015 |
| Dennis G O'Malley | Barrington, Il | Jan 2, 2015 | Feb 10, 2015 |
| Kevin William Reilly | Chicago, Il | Jan 2, 2015 | Feb 10, 2015 |
| Margaret Mary Oleary | Chicago, Il | Jan 2, 2015 | Feb 10, 2015 |
| Matthew Alan Roma | Chicago, Il | Jan 2, 2015 | Feb 10, 2015 |
| Michael Justin Salemy | Barrington, Il | Jan 2, 2015 | Feb 24, 2015 |
| Thomas Lee Petric | Barrington, Il | Jan 2, 2015 | Feb 10, 2015 |
The rule
- Registrations ended
- Jan 2, 2015
- Registered next
- Feb 10, 2015 to Feb 24, 2015
- Branch state
- IL
- Cities
- 2, most in Barrington, Il
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 58%
- Succession by the destination
- none on the tape