DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left I••••••••• C••••••• L•• for I••••••••• C••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bhawana KhuranaChicago, IlOct 14, 2020Oct 14, 2020
David James JanczewskiChicago, IlOct 14, 2020Oct 14, 2020
Erik Nels LarsonChicago, IlOct 14, 2020Oct 14, 2020
James R HammackChicago, IlOct 14, 2020Oct 30, 2020
Jason Lee BuckChicago, IlOct 14, 2020Oct 14, 2020
Jeffrey Scott CampChicago, IlOct 14, 2020Oct 14, 2020
Mark E CarrChicago, IlOct 14, 2020Oct 30, 2020
Mark Harold BergsohnChicago, IlOct 14, 2020Oct 14, 2020
Nicholas David RoundsChicago, IlOct 14, 2020Oct 14, 2020
Rege Scott EisamanChicago, IlOct 14, 2020Oct 14, 2020
Robin Jan PatinkinChicago, IlOct 14, 2020Oct 14, 2020
The rule
Registrations ended
Oct 14, 2020
Registered next
Oct 14, 2020 to Oct 30, 2020
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of I••••••••• C••••••• L••Other teams into I••••••••• C••••••