DFX Intelligence
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Team lift-out
6 advisors left I••••••••• C•••••• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bhawana Khurana | Chicago, Il | Jul 30, 2024 | May 1, 2024 |
| David James Janczewski | Chicago, Il | Jul 30, 2024 | May 1, 2024 |
| David Venegas | Chicago, Il | Jul 30, 2024 | May 8, 2024 |
| John Nicholas Mccormick | Chicago, Il | Jul 30, 2024 | May 1, 2024 |
| Mark E Carr | Chicago, Il | Jul 30, 2024 | May 8, 2024 |
| Robin Jan Patinkin | Chicago, Il | Jul 30, 2024 | May 3, 2024 |
The rule
- Registrations ended
- Jul 30, 2024
- Registered next
- May 1, 2024 to May 8, 2024
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 24%
- Succession by the destination
- none on the tape