DFX Intelligence
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Team lift-out
3 advisors left L•••• F••• A••••••• S••••••• for H•••••••• A•••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ronald Cheong Ming Shih | Rosemont, Il | Aug 27, 2021 | Aug 27, 2021 |
| Andrew Albert Keppy | Glen Ellyn, Il | Aug 31, 2021 | Aug 30, 2021 |
| John Lewis Boyer | Evanston, Il | Aug 31, 2021 | Aug 31, 2021 |
The rule
- Registrations ended
- Aug 27, 2021 to Aug 31, 2021
- Registered next
- Aug 27, 2021 to Aug 31, 2021
- Branch state
- IL
- Cities
- 3, most in Rosemont, Il
- Registered there that day
- 81 (people still on IAPD; an estimate)
- Share of that headcount
- 3.7%
- Succession by the destination
- a succession within a year (Sep 29, 2021), not necessarily this firm