DFX Intelligence
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Team lift-out
3 advisors left B••••• F•••••• W••••• M••••••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Andrew Berman | Wilmette, Il | Dec 24, 2024 | Mar 21, 2024 |
| Oren Guzman | Wilmette, Il | Jan 7, 2025 | Mar 21, 2024 |
The rule
- Registrations ended
- Dec 24, 2024 to Jan 7, 2025
- Registered next
- Mar 21, 2024
- Branch state
- IL
- Cities
- 1, most in Wilmette, Il
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 16%
- Succession by the destination
- none on the tape