DFX Intelligence
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Team lift-out
3 advisors left T•••• C•••••• W••••• M••••••••• I•• for R••••••• • A•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Adam Sleeter | St Charles, Il | Dec 31, 2022 | Jan 3, 2023 |
| Janis Sue Sleeter | Oak Brook, Il | Dec 31, 2022 | Jan 3, 2023 |
| Tom Howard Sleeter | Oak Brook, Il | Dec 31, 2022 | Jan 3, 2023 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Jan 3, 2023
- Branch state
- IL
- Cities
- 2, most in Oak Brook, Il
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- a succession within a year (Mar 23, 2022), not necessarily this firm