DFX Intelligence
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Team lift-out
3 advisors left P•••••• W••••• A••••••• G•••• for R•• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cody Allen Carlson | Chicago, Il | Nov 6, 2023 | Mar 30, 2023 |
| Anton Thomas Schirmang | Chicago, Il | Nov 7, 2023 | Nov 3, 2023 |
| Christopher Kane Parks | Chicago, Il | Nov 7, 2023 | Nov 3, 2023 |
The rule
- Registrations ended
- Nov 6, 2023 to Nov 7, 2023
- Registered next
- Mar 30, 2023 to Nov 3, 2023
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape