DFX Intelligence
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Team lift-out
2 advisors left T••••••• A•••••• N••••••• L•• for I•••••••• F•••••••• P•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Corey James Schmidt | Naperville, Il | Jun 17, 2026 | May 20, 2026 |
| Michael William Mathey | Naperville, Il | Jun 17, 2026 | May 18, 2026 |
The rule
- Registrations ended
- Jun 17, 2026
- Registered next
- May 18, 2026 to May 20, 2026
- Branch state
- IL
- Cities
- 1, most in Naperville, Il
- Registered there that day
- 131 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape