DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left C•• S•••• for C••••••• P••••••• I••••••••• A•••••••• L••

institutionaltoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alison Anne BettonvilleOakbrook Terrace, IlDec 10, 2025Aug 14, 2025
Amy Lynn SullivanOakbrook Terrace, IlDec 10, 2025Aug 14, 2025
Carrie Walters ShapiroOakbrook Terrace, IlDec 10, 2025Jul 23, 2025
Colin Michael RogersOakbrook Terrace, IlDec 10, 2025Aug 1, 2025
Michael Adrian RareyOakbrook Terrace, IlDec 10, 2025Aug 14, 2025
Michael Alan WarfordOakbrook Terrace, IlDec 10, 2025Jul 22, 2025
Molly Mcquillan PowersOakbrook Terrace, IlDec 10, 2025Jul 23, 2025
The rule
Registrations ended
Dec 10, 2025
Registered next
Jul 22, 2025 to Aug 14, 2025
Branch state
IL
Cities
1, most in Oakbrook Terrace, Il
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of C•• S••••Other teams into C••••••• P••••••• I••••••••• A•••••••• L••