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
8 advisors left A••••••••• F•••••••• S•••••••• L•• for P••••••• W••••• P•••••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colleen Nesslar | Westmont, Il | May 5, 2025 | May 2, 2025 |
| Gino Poli | Batavia, Il | May 7, 2025 | May 2, 2025 |
| Matthew Kerry Mc Wherter | Elmhurst, Il | May 7, 2025 | May 2, 2025 |
| Jeffrey Thrana | Westmont, Il | May 8, 2025 | May 2, 2025 |
| Mark Richard Stephens | Rosemont, Il | May 8, 2025 | May 2, 2025 |
| Shawn L Kennedy | Indian Head Park, Il | May 8, 2025 | May 2, 2025 |
| Thomas Allan Parker | Itasca, Il | May 8, 2025 | May 2, 2025 |
| Alison Leigh Brandt | Westmont, Il | May 9, 2025 | May 2, 2025 |
The rule
- Registrations ended
- May 5, 2025 to May 9, 2025
- Registered next
- May 2, 2025
- Branch state
- IL
- Cities
- 7, most in Westmont, Il
- Registered there that day
- 12,059 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape