DFX Intelligence
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Team lift-out
3 advisors left C••• F•••••••• S•••••••• L••• for B•• W••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Patrick Farrissey | Crystal Lake, Il | Jun 30, 2023 | Mar 26, 2013 |
| John Todd Anderson | Deerfield, Il | Jun 30, 2023 | Mar 26, 2013 |
| Keaton Marie Messerschmidt | Vernon Hills, Il | Jun 30, 2023 | Jan 2, 2026 |
The rule
- Registrations ended
- Jun 30, 2023
- Registered next
- Mar 26, 2013 to Jan 2, 2026
- Branch state
- IL
- Cities
- 3, most in Deerfield, Il
- Registered there that day
- 510 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape