DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Megan Sowinski | Plainfield, Il | Apr 2, 2022 | Apr 11, 2022 |
| Kimberly Ann Heffernan | Hinsdale, Il | Apr 15, 2022 | Apr 14, 2022 |
The rule
- Registrations ended
- Apr 2, 2022 to Apr 15, 2022
- Registered next
- Apr 11, 2022 to Apr 14, 2022
- Branch state
- IL
- Cities
- 2, most in Plainfield, Il
- Registered there that day
- 6,672 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape