DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left T•••••• C••••••• L•• for N••••••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Douglas HambletonChicago, IlMar 21, 2024Mar 18, 2024
Kyle Patrick DealChicago, IlMar 21, 2024Mar 1, 2024
Matthew John MuellerChicago, IlMar 21, 2024Mar 1, 2024
Matthew Ross HecklerChicago, IlMar 21, 2024Mar 18, 2024
The rule
Registrations ended
Mar 21, 2024
Registered next
Mar 1, 2024 to Mar 18, 2024
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
18%
Succession by the destination
none on the tape
Other teams out of T•••••• C••••••• L••Other teams into N••••••••• A•••• M••••••••• L••