DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Peter Velez | Grayslake, Il | Aug 13, 2025 | Aug 11, 2025 |
| Kathy Ann Merritt | Grayslake, Il | Aug 13, 2025 | Aug 11, 2025 |
The rule
- Registrations ended
- Aug 13, 2025
- Registered next
- Aug 11, 2025
- Branch state
- IL
- Cities
- 1, most in Grayslake, Il
- Registered there that day
- 7,818 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape