DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bill Heart | Oakbrook Terrace, Il | Sep 15, 2025 | Sep 12, 2025 |
| Jeffrey William Grigg | Oakbrook Terrace, Il | Sep 15, 2025 | Sep 11, 2025 |
| Robert Lawrence Metz | Oakbrook Terrace, Il | Sep 15, 2025 | Sep 11, 2025 |
The rule
- Registrations ended
- Sep 15, 2025
- Registered next
- Sep 11, 2025 to Sep 12, 2025
- Branch state
- IL
- Cities
- 2, most in Oakbrook Terrace, Il
- Registered there that day
- 7,843 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape