DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• C•••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Joseph Schilling | Chicago, Il | Sep 28, 2021 | Oct 15, 2021 |
| Suzanne D Fickle | Lisle, Il | Oct 5, 2021 | Oct 28, 2021 |
The rule
- Registrations ended
- Sep 28, 2021 to Oct 19, 2021
- Registered next
- Oct 15, 2021 to Oct 28, 2021
- Branch state
- IL
- Cities
- 3, most in Chicago, Il
- Registered there that day
- 22,054 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape