DFX Intelligence
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Team lift-out
2 advisors left C•••• P••••••••• A•••••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erica Lee Wiggins | Aurora, Il | Feb 15, 2022 | Jan 4, 2022 |
| William Gregory | Aurora, Il | Feb 15, 2022 | Jan 4, 2022 |
The rule
- Registrations ended
- Feb 15, 2022
- Registered next
- Jan 4, 2022
- Branch state
- IL
- Cities
- 1, most in Aurora, Il
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape