DFX Intelligence
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Team lift-out
2 advisors left F•••• F•••••••• M••••••••• L• for B••••• G••••••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Jean Ray | Lombard, Il | Jan 31, 2025 | Jul 3, 2024 |
| Elisa Ray Schvaneveldt | Lombard, Il | Jan 31, 2025 | Jul 3, 2024 |
The rule
- Registrations ended
- Jan 31, 2025
- Registered next
- Jul 3, 2024 to Jul 25, 2024
- Branch state
- IL
- Cities
- 1, most in Lombard, Il
- Registered there that day
- 92 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape