DFX Intelligence
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Team lift-out
2 advisors left O••• W••••• M••••••••• G•••• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter M Wilmot | Lisle, Il | Mar 13, 2018 | Feb 28, 2018 |
| Stephen M. Potts | Lisle, Il | Mar 13, 2018 | Feb 28, 2018 |
The rule
- Registrations ended
- Mar 13, 2018
- Registered next
- Feb 28, 2018
- Branch state
- IL
- Cities
- 1, most in Lisle, Il
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape