DFX Intelligence
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Firm absorbed
4 advisors left O••• W••••• M••••••••• G•••• for L•••• F••• A••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Wesley Baier | Lisle, Il | Apr 8, 2020 | Apr 1, 2020 |
| Jeffery Allen Grecu | Lisle, Il | Apr 8, 2020 | Apr 3, 2020 |
| Kyle Brookes Mcbroom | Lisle, Il | Apr 8, 2020 | Apr 1, 2020 |
| Kyle Donald Harper | Lisle, Il | Apr 8, 2020 | Apr 1, 2020 |
The rule
- Registrations ended
- Apr 8, 2020
- Registered next
- Apr 1, 2020 to Apr 3, 2020
- Branch state
- IL
- Cities
- 1, most in Lisle, Il
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- a succession within a year (Apr 13, 2020), not necessarily this firm