DFX Intelligence
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Team lift-out
2 advisors left P•••• O• M••• W••••• M••••••••• for S•••••••• A•••••• N••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 6, 2023
- Registered next
- Jan 6, 2023
- Branch state
- IL
- Cities
- 1, most in Grayslake, Il
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape