DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C•••••• for W•••••• B•••• • C•••••• L•••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Merrill Lafferty | Chicago, Il | Jan 12, 2026 | Dec 12, 2025 |
| Ralph Marvin Segall | Chicago, Il | Jan 12, 2026 | Dec 12, 2025 |
The rule
- Registrations ended
- Jan 12, 2026
- Registered next
- Dec 12, 2025
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 532 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape