DFX Intelligence
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Team lift-out
2 advisors left A•••• I••••••••• A•••••••• L•• for L•• F•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly J Ipjian | Deerfield, Il | Sep 4, 2025 | Sep 9, 2025 |
| Bruce Jay Friedman | Deerfield, Il | Sep 15, 2025 | Sep 15, 2025 |
The rule
- Registrations ended
- Sep 4, 2025 to Sep 15, 2025
- Registered next
- Sep 9, 2025 to Sep 15, 2025
- Branch state
- IL
- Cities
- 1, most in Deerfield, Il
- Registered there that day
- 69 (people still on IAPD; an estimate)
- Share of that headcount
- 2.9%
- Succession by the destination
- none on the tape