DFX Intelligence
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Team lift-out
2 advisors left B• R•••• W••••• M••••••••• for N•••••• F•••••••• G••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Constantine Bernardi | Chicago, Il | Jul 2, 2019 | Jul 1, 2019 |
| Robert Emmett Lee | Lake Forest, Il | Jul 8, 2019 | Jul 1, 2019 |
The rule
- Registrations ended
- Jul 2, 2019 to Jul 8, 2019
- Registered next
- Jul 1, 2019
- Branch state
- IL
- Cities
- 2, most in Chicago, Il
- Registered there that day
- 120 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape