DFX Intelligence
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Team lift-out
3 advisors left L••• S••••• for V•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Nicholas Degrado | Chicago, Il | Sep 20, 2024 | Sep 22, 2024 |
| Erik Gutierrez | Chicago, Il | Sep 20, 2024 | Sep 22, 2024 |
| Stephen Matthew Weber | Chicago, Il | Sep 20, 2024 | Sep 22, 2024 |
The rule
- Registrations ended
- Sep 20, 2024
- Registered next
- Sep 22, 2024
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape