DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Renee R Servis | Mattoon, Il | Dec 4, 2018 | Nov 30, 2018 |
| Julie Lynne Sharnowski | Crystal Lake, Il | Dec 14, 2018 | Jan 3, 2019 |
The rule
- Registrations ended
- Dec 4, 2018 to Dec 14, 2018
- Registered next
- Nov 30, 2018 to Jan 3, 2019
- Branch state
- IL
- Cities
- 2, most in Mattoon, Il
- Registered there that day
- 481 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape