DFX Intelligence
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Team lift-out
2 advisors left W•••• E••••• G••••• I••• for M••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Martin James | Schaumburg, Il | Oct 13, 2023 | Oct 16, 2023 |
| Martin Edwin James | Schaumburg, Il | Oct 13, 2023 | Oct 16, 2023 |
The rule
- Registrations ended
- Oct 13, 2023
- Registered next
- Oct 16, 2023
- Branch state
- IL
- Cities
- 1, most in Schaumburg, Il
- Registered there that day
- 56 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape