DFX Intelligence
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Firm absorbed
3 advisors left S•••••••• A•••• G•••• for P•••••• W•••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Chien Tsow | Oakbrook Terrace, Il | Nov 22, 2024 | Jul 17, 2024 |
| Sergio De La Torre | Oakbrook Terrace, Il | Nov 22, 2024 | Nov 21, 2024 |
| Stephen Albert Greco | Oakbrook Terrace, Il | Nov 22, 2024 | Jul 17, 2024 |
The rule
- Registrations ended
- Nov 22, 2024
- Registered next
- Jul 17, 2024 to Nov 21, 2024
- Branch state
- IL
- Cities
- 1, most in Oakbrook Terrace, Il
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Jun 5, 2024), not necessarily this firm