DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left S••••••• R••• A•••••••• L••• A• H•• I••••••••• C•••••• for G••••• R••••••••• P••••••• L••

institutionaltoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eugene RogatnikNorthbrook, IlOct 11, 2022Jul 27, 2022
Ignacio E MorrellNorthbrook, IlOct 25, 2022Jul 4, 2022
James Trevor OshaughnessyNorthbrook, IlOct 25, 2022Jul 1, 2021
Jeremy Robert WeithNorthbrook, IlOct 25, 2022Jul 1, 2021
Joey GoodspeedNorthbrook, IlOct 25, 2022Jul 27, 2022
Mark Anzo TonelliNorthbrook, IlOct 25, 2022Jul 7, 2020
Michael James DriscollNorthbrook, IlOct 25, 2022Sep 6, 2022
Michael Steven FlahavenNorthbrook, IlOct 25, 2022Jul 4, 2022
Patrick Thomas JordanNorthbrook, IlOct 25, 2022Jul 5, 2022
Peter Anthony LadasNorthbrook, IlOct 25, 2022Jul 4, 2022
Teresa Elizabeth GrayNorthbrook, IlOct 25, 2022Jul 27, 2022
The rule
Registrations ended
Oct 11, 2022 to Oct 25, 2022
Registered next
Jul 7, 2020 to Sep 6, 2022
Branch state
IL
Cities
1, most in Northbrook, Il
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of S••••••• R••• A•••••••• L••• A• H•• I••••••••• C••••••Other teams into G••••• R••••••••• P••••••• L••