DFX Intelligence
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Team lift-out
2 advisors left B••••••••• C•••••• M••••••••• L•• for T••••• S••••••••• S•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Alan Taylor | Wheaton, Il | Jan 15, 2020 | Jan 6, 2020 |
| Shawn David Mullarkey | Wheaton, Il | Jan 15, 2020 | Jan 6, 2020 |
The rule
- Registrations ended
- Jan 15, 2020
- Registered next
- Jan 6, 2020
- Branch state
- IL
- Cities
- 1, most in Wheaton, Il
- Registered there that day
- 238 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape