DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dean Vernon ShoreDanville, IlJun 14, 2018Jun 13, 2018
Eric Vernon ShoreDanville, IlJun 14, 2018Jun 13, 2018
Lesley Carol ShoreDanville, IlJun 14, 2018Jun 13, 2018
Bridget Ann PlataniaArlington Heights, IlJun 21, 2018Jun 20, 2018
James Robert PlataniaArlington Heights, IlJun 21, 2018Jun 20, 2018
James Robert PlataniaArlington Heights, IlJun 21, 2018Jun 20, 2018
The rule
Registrations ended
Jun 14, 2018 to Jun 21, 2018
Registered next
Jun 13, 2018 to Jun 20, 2018
Branch state
IL
Cities
2, most in Danville, Il
Registered there that day
558 (people still on IAPD; an estimate)
Share of that headcount
1.1%
Succession by the destination
none on the tape
Other teams out of C••••• A•••••• N••••••• L••Other teams into L•• F•••••••• L••