DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•••• G•••• F•••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffery Paul Wallem | Belvidere, Il | Jan 12, 2024 | Jan 12, 2024 |
| Michael Edward Sullivan | Belvidere, Il | Jan 12, 2024 | Jan 12, 2024 |
The rule
- Registrations ended
- Jan 12, 2024
- Registered next
- Jan 12, 2024
- Branch state
- IL
- Cities
- 1, most in Loves Park, Il
- Registered there that day
- 3,333 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape