DFX Intelligence
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Team lift-out
2 advisors left B••• P•••••• G•••••••• for C••••• P••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Michael Silverman | Chicago, Il | Apr 8, 2019 | Apr 2, 2019 |
| Sarah Jane Bumstead | Chicago, Il | Apr 8, 2019 | Nov 26, 2024 |
The rule
- Registrations ended
- Apr 8, 2019
- Registered next
- Apr 2, 2019 to Nov 26, 2024
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape