DFX Intelligence
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Team lift-out
2 advisors left W••••••• F••••• O•••••• L•• for C••••••••• C••••••••• A••••••• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allen Curtis Berg | Deerfield, Il | Feb 13, 2025 | Feb 14, 2025 |
| Dennis M. Zaslavsky | Deerfield, Il | Feb 13, 2025 | Feb 13, 2025 |
The rule
- Registrations ended
- Feb 13, 2025
- Registered next
- Feb 13, 2025 to Feb 14, 2025
- Branch state
- IL
- Cities
- 1, most in Deerfield, Il
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape