DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Lisa M PappageorgeGlenview, IlAug 8, 2024Aug 1, 2024
Thomas L BenedictGlenview, IlAug 8, 2024Aug 1, 2024
Candice Ann MclawsGlenview, IlAug 9, 2024Aug 1, 2024
Scott Edmund DavisGlenview, IlAug 12, 2024Aug 1, 2024
The rule
Registrations ended
Aug 8, 2024 to Aug 12, 2024
Registered next
Aug 1, 2024
Branch state
IL
Cities
1, most in Glenview, Il
Registered there that day
20,557 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••