DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
6 advisors left T•••• L•• for 1• W••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley A. Bruna | Lake Forest, Il | Jul 30, 2026 | Jul 16, 2026 |
| Jeffrey Mark Hughes | Mundelein, Il | Jul 30, 2026 | Jul 16, 2026 |
| Jeffrey P Feinendegen | Lake Forest, Il | Jul 30, 2026 | Jul 16, 2026 |
| John Thomas Graham | Lake Forest, Il | Jul 30, 2026 | Jun 26, 2026 |
| Miranda O'Keefe | Lake Forest, Il | Jul 30, 2026 | Apr 2, 2026 |
| Patrick Yore Graham | Lake Forest, Il | Jul 30, 2026 | Jul 22, 2026 |
The rule
- Registrations ended
- Jul 30, 2026
- Registered next
- Apr 2, 2026 to Jul 22, 2026
- Branch state
- IL
- Cities
- 2, most in Lake Forest, Il
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 46%
- Succession by the destination
- none on the tape