DFX Intelligence
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Team lift-out
2 advisors left F•••••••• W••••• M••••••••• L•• for P••• F•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marc David Horner | Wheaton, Il | Oct 31, 2025 | Apr 17, 2025 |
| Trent Edward Warren | Wheaton, Il | Oct 31, 2025 | Apr 17, 2025 |
The rule
- Registrations ended
- Oct 31, 2025
- Registered next
- Apr 17, 2025
- Branch state
- IL
- Cities
- 1, most in Wheaton, Il
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape