DFX Intelligence
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Firm absorbed
3 advisors left M•••••• C•••••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chris Kostiuk | Northbrook, Il | Aug 27, 2026 | Aug 3, 2026 |
| Max Scott Wasserman | Northbrook, Il | Aug 27, 2026 | Aug 3, 2026 |
| Robert Kalman | Northbrook, Il | Aug 27, 2026 | Aug 3, 2026 |
The rule
- Registrations ended
- Aug 27, 2026
- Registered next
- Aug 3, 2026
- Branch state
- IL
- Cities
- 1, most in Northbrook, Il
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape