DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Gregory JakutaPalos Heights, IlNov 3, 2016Nov 1, 2016
Heather ZironPalos Heights, IlNov 3, 2016Nov 1, 2016
Vanessa Julia Therese PoppiePalos Heights, IlNov 7, 2016Nov 1, 2016
The rule
Registrations ended
Nov 3, 2016 to Nov 7, 2016
Registered next
Nov 1, 2016
Branch state
IL
Cities
1, most in Palos Heights, Il
Registered there that day
13,691 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•• C•••••• M••••••• L••