DFX Intelligence
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Team lift-out
2 advisors left E•••••••• W••••• M••••••••• L•• for X••••••• A•••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Stephen Curley | Chicago, Il | Nov 17, 2025 | Mar 10, 2025 |
| Matthew Toelke | Chicago, Il | Nov 17, 2025 | Mar 10, 2025 |
The rule
- Registrations ended
- Nov 17, 2025
- Registered next
- Mar 10, 2025
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape