DFX Intelligence
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Team lift-out
4 advisors left A••••• A•• P••••••• S••••••• for F••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ian Ross Clark | Chicago, Il | Nov 13, 2020 | Nov 12, 2020 |
| Mary H Goesel | Chicago, Il | Nov 13, 2020 | Jan 21, 2021 |
| Noreen Burtner | Wheaton, Il | Nov 13, 2020 | Mar 2, 2021 |
| Valerie Ann Rivera | Chicago, Il | Nov 13, 2020 | Nov 12, 2020 |
The rule
- Registrations ended
- Nov 13, 2020
- Registered next
- Nov 12, 2020 to Mar 2, 2021
- Branch state
- IL
- Cities
- 2, most in Chicago, Il
- Registered there that day
- 1,255 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape