DFX Intelligence
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Team lift-out
2 advisors left C•••••• M••••••••• C••••••••• I••• for S••••••••• W••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lawrence Edward Gatz | Cary, Il | Jan 10, 2019 | Jul 10, 2018 |
| Scott Robert Smith | Cary, Il | Jan 10, 2019 | Aug 28, 2018 |
The rule
- Registrations ended
- Jan 10, 2019
- Registered next
- Jul 10, 2018 to Aug 28, 2018
- Branch state
- IL
- Cities
- 1, most in Cary, Il
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape