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 R••••• W••••• M••••••••• for E••••••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicole Kuznia Kustok | Evanston, Il | Oct 3, 2023 | Oct 2, 2023 |
| Osman Arain | Evanston, Il | Oct 3, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Oct 3, 2023
- Registered next
- Oct 2, 2023
- Branch state
- IL
- Cities
- 1, most in Evanston, Il
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape