DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Adam Gregory Provance | Shorewood, Il | Mar 8, 2022 | Feb 15, 2022 |
| Amy Lynn Montgomery | Morris, Il | Mar 8, 2022 | Feb 22, 2022 |
The rule
- Registrations ended
- Mar 8, 2022
- Registered next
- Feb 15, 2022 to Feb 22, 2022
- Branch state
- IL
- Cities
- 2, most in Morris, Il
- Registered there that day
- 12,807 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape