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 V•••• F•••••••• A•••••••• I••• for L•••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Curtis Josh Wilcox | Chicago, Il | Mar 13, 2026 | Mar 3, 2026 |
| Paul Anthony Niemiec | Chicago, Il | Mar 13, 2026 | Mar 2, 2026 |
The rule
- Registrations ended
- Mar 13, 2026
- Registered next
- Mar 2, 2026 to Mar 3, 2026
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 1,242 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape