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
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Callahan Rafferty | Chicago, Il | Aug 6, 2021 | Sep 27, 2021 |
| Matthew Lenerville | Chicago, Il | Aug 6, 2021 | Sep 9, 2021 |
| Andrew R Perry | Chicago, Il | Aug 18, 2021 | Nov 11, 2021 |
The rule
- Registrations ended
- Aug 6, 2021 to Aug 18, 2021
- Registered next
- Sep 9, 2021 to Nov 11, 2021
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 22,187 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape