DFX Intelligence
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Team lift-out
2 advisors left K••• C•••••• P••••••• for F•••••• C••••••••• C•••••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Mitchel Kuhn | Oak Brook, Il | Oct 20, 2022 | Mar 4, 2020 |
| Geoffrey Gannon | Oak Brook, Il | Oct 20, 2022 | Mar 6, 2020 |
The rule
- Registrations ended
- Oct 20, 2022
- Registered next
- Mar 4, 2020 to Mar 6, 2020
- Branch state
- IL
- Cities
- 1, most in Oak Brook, Il
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape