DFX Intelligence
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Team lift-out
2 advisors left B•••• • Y•••• I••••••••• A•••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Glenn Allen Baker | Deerfield, Il | Jan 20, 2026 | Nov 13, 2025 |
| Lisa Ann Yoest | Deerfield, Il | Jan 20, 2026 | Nov 13, 2025 |
The rule
- Registrations ended
- Jan 20, 2026
- Registered next
- Nov 13, 2025
- Branch state
- IL
- Cities
- 1, most in Deerfield, Il
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape