DFX Intelligence
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Team lift-out
4 advisors left C• W••••• M••••••••• L•• for A• W••••• M••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashley C Robinson | Schaumburg, Il | Apr 13, 2021 | Apr 7, 2021 |
| Daniel Werts | Schaumburg, Il | Apr 13, 2021 | Apr 7, 2021 |
| Jason Hollis Johnson | Schaumburg, Il | Apr 13, 2021 | Apr 7, 2021 |
| Keith Brand | Schaumburg, Il | Apr 13, 2021 | Apr 14, 2021 |
The rule
- Registrations ended
- Apr 13, 2021 to Apr 15, 2021
- Registered next
- Apr 7, 2021 to Apr 15, 2021
- Branch state
- IL
- Cities
- 1, most in Schaumburg, Il
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape