DFX Intelligence
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Team lift-out
2 advisors left J•• C•••••• M••••••••• L•• for C•••••• C••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joann Mcclure Seagren | Chicago, Il | Dec 1, 2023 | Nov 6, 2023 |
| Mikhail Kimbarovsky | Chicago, Il | Dec 1, 2023 | Nov 6, 2023 |
The rule
- Registrations ended
- Dec 1, 2023
- Registered next
- Nov 6, 2023
- Branch state
- IL
- Cities
- 1, most in C••••••, Il
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape