DFX Intelligence
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Team lift-out
2 advisors left C•••• H••• A••••••••• L•• for V•••••• C•••••• M••••••••• L•
bank affiliatedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Aaron Jones | Chicago, Il | Dec 3, 2018 | Dec 18, 2018 |
| Asha Tangri Goldstein | Chicago, Il | Dec 11, 2018 | Dec 26, 2018 |
The rule
- Registrations ended
- Dec 3, 2018 to Dec 11, 2018
- Registered next
- Dec 18, 2018 to Dec 26, 2018
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape