DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left S••••••• R••• A•••••••• L••• A• H•• I••••••••• C•••••• for I•• W••••• M••••••••• L••

institutionaltoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alona Weissberg AnspachNorthbrook, IlDec 31, 2020Dec 21, 2020
Jay Norman WarrenNorthbrook, IlDec 31, 2020Dec 21, 2020
Peter Marshall HassNorthbrook, IlDec 31, 2020Dec 22, 2020
Steven Keith KellarNorthbrook, IlDec 31, 2020Dec 21, 2020
Timothy Thomas FeldheimNorthbrook, IlDec 31, 2020Dec 21, 2020
The rule
Registrations ended
Dec 31, 2020
Registered next
Dec 21, 2020 to Dec 22, 2020
Branch state
IL
Cities
1, most in Northbrook, Il
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
28%
Succession by the destination
none on the tape
Other teams out of S••••••• R••• A•••••••• L••• A• H•• I••••••••• C••••••Other teams into I•• W••••• M••••••••• L••