DFX Intelligence
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Team lift-out
2 advisors left A•••• W••••• A•••••••• L•• for C•••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Nicholas Sarandis | Chicago, Il | May 1, 2025 | May 29, 2025 |
| Logan D Cox | Chicago, Il | May 1, 2025 | Jan 8, 2026 |
| William Samuel Borleis | Chicago, Il | May 1, 2025 | Apr 2, 2025 |
The rule
- Registrations ended
- May 1, 2025
- Registered next
- May 29, 2025 to Jan 8, 2026
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 123 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape