DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••

Team lift-outjoined L•• F•••••••• L••
No date on record · this record
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Melissa Sue SchachnerHinsdale, IlFeb 21, 2025Feb 19, 2025
Jay Dee FergusonHinsdale, IlFeb 24, 2025Feb 19, 2025
Keith Ivar HillHinsdale, IlFeb 24, 2025Feb 19, 2025
The rule
Registrations ended
Feb 21, 2025 to Feb 24, 2025
Registered next
Feb 19, 2025
Branch state
IL
Cities
1, most in Hinsdale, Il
Registered there that day
5,717 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into L•• F•••••••• L••