DFX Intelligence
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Team lift-out
2 advisors left A• W••••• M••••••••• L•• for C••••••• A•••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Raymond Edwin Whitaker | Morton, Il | May 18, 2026 | Apr 7, 2026 |
| Robert Adam Personett | Morton, Il | May 18, 2026 | Apr 7, 2026 |
The rule
- Registrations ended
- May 18, 2026
- Registered next
- Apr 7, 2026
- Branch state
- IL
- Cities
- 1, most in Morton, Il
- Registered there that day
- 437 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape