DFX Intelligence
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Team lift-out
2 advisors left C••••• D•••• A•••• M••••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carl Michael Williams | Peoria, Il | Apr 17, 2020 | Apr 16, 2020 |
| Diane Lynn Buchanan | Peoria, Il | Apr 17, 2020 | Apr 17, 2020 |
The rule
- Registrations ended
- Apr 17, 2020
- Registered next
- Apr 16, 2020 to Apr 17, 2020
- Branch state
- IL
- Cities
- 1, most in Peoria, Il
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape