DFX Intelligence
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Team lift-out
4 advisors left C•••••• W••••• M••••••••• L•• for C•••••• A••••••• L••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin R Crouch | Naperville, Il | Nov 1, 2019 | Nov 1, 2019 |
| Michael George Kassab | Naperville, Il | Nov 1, 2019 | Nov 1, 2019 |
| Lisa Marie Mursu | Naperville, Il | Nov 13, 2019 | Nov 13, 2019 |
| Shannon Leigh Coady-Rogers | Naperville, Il | Nov 14, 2019 | Nov 14, 2019 |
The rule
- Registrations ended
- Nov 1, 2019 to Nov 14, 2019
- Registered next
- Nov 1, 2019 to Nov 14, 2019
- Branch state
- IL
- Cities
- 1, most in Naperville, Il
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape