DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jordan Glenn Lewis | Oak Brook, Il | Dec 21, 2018 | Dec 17, 2018 |
| Kristen Leigh Fox | Oak Brook, Il | Dec 21, 2018 | Dec 17, 2018 |
| Ursula Robinson Daley | Des Plaines, Il | Dec 21, 2018 | Dec 17, 2018 |
The rule
- Registrations ended
- Dec 21, 2018
- Registered next
- Dec 17, 2018
- Branch state
- IL
- Cities
- 2, most in Oak Brook, Il
- Registered there that day
- 8,275 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape