DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left C•••••• W••••• M••••••••• L•• for S••• P•••••• W••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christina CastrejonNaperville, IlDec 4, 2023Nov 30, 2023
Kristi K WanoNaperville, IlDec 4, 2023Nov 30, 2023
The rule
Registrations ended
Dec 4, 2023
Registered next
Nov 30, 2023
Branch state
IL
Cities
1, most in Naperville, Il
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
6.5%
Succession by the destination
none on the tape
Other teams out of C•••••• W••••• M••••••••• L••Other teams into S••• P•••••• W••••• G••••• L••