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Team lift-out

2 advisors left M••• W••••• for S••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryan Christopher DernSchaumburg, IlMay 20, 2026Jun 2, 2026
Timothy DernOakbrook Terrace, IlMay 20, 2026Jun 3, 2026
The rule
Registrations ended
May 20, 2026
Registered next
Jun 2, 2026 to Jun 3, 2026
Branch state
IL
Cities
2, most in Oakbrook Terrace, Il
Registered there that day
43 (people still on IAPD; an estimate)
Share of that headcount
4.7%
Succession by the destination
none on the tape