DFX Intelligence
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Team lift-out
2 advisors left F••••••• W••••• A•••••••• L•• for B•••• F••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 14, 2025
- Registered next
- Jan 1, 2026 to Jul 14, 2026
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 4.8%
- Succession by the destination
- none on the tape