DFX Intelligence
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Firm absorbed
12 advisors left R••••••• V•••• P•••••••• L•• for N••••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Gerard Callahan | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Catherine Cannon Goel | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| David Aaron Mcgranahan | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Douglas Alfred Crimmins | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Ernest Lewis Macvicar | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Evan Jeffrey Ferry | Northbrook, Il | Aug 14, 2024 | Aug 7, 2024 |
| Gregory Kenneth Neer | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Jeffrey Michael Fosselman | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Maury Leonard Fertig | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Quinn Patrick Martin | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Rebecca Ellen Deaton | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
| Ruth Fiorentino Uress | Northbrook, Il | Aug 14, 2024 | Aug 1, 2024 |
The rule
- Registrations ended
- Aug 14, 2024
- Registered next
- Aug 1, 2024 to Aug 7, 2024
- Branch state
- IL
- Cities
- 1, most in Northbrook, Il
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- none on the tape