DFX Intelligence
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Firm absorbed
5 advisors left G••• S••••• C••••••• L•• for T•• C•••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Scott Friedstein | Chicago, Il | Apr 23, 2024 | Apr 16, 2024 |
| Joseph French Page | Chicago, Il | Apr 23, 2024 | Apr 15, 2024 |
| Melissa Ahearn | Chicago, Il | Apr 23, 2024 | May 14, 2024 |
| Monica Barrera | Chicago, Il | Apr 23, 2024 | Apr 24, 2024 |
| Roger J Klauer | Chicago, Il | Apr 23, 2024 | May 18, 2024 |
The rule
- Registrations ended
- Apr 23, 2024 to Apr 29, 2024
- Registered next
- Apr 15, 2024 to May 14, 2024
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 63%
- Succession by the destination
- none on the tape