DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Deborah Peinovich SchultzBourbonnais, IlSep 20, 2024Sep 26, 2024
Dana Lynn CarbonneauChicago, IlSep 26, 2024Sep 12, 2024
James Lawrence OberheideChicago, IlSep 26, 2024Sep 12, 2024
The rule
Registrations ended
Sep 20, 2024 to Sep 26, 2024
Registered next
Sep 12, 2024 to Sep 26, 2024
Branch state
IL
Cities
3, most in Orland Park, Il
Registered there that day
20,636 (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•••••••••