DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
John P GlynnChicago, IlMar 25, 2022Mar 7, 2022
Joseph T KellyChicago, IlMar 25, 2022Mar 7, 2022
Emma Tyler LeetChicago, IlApr 7, 2022Apr 5, 2022
Mark Frederick ShultzBarrington, IlApr 14, 2022Apr 5, 2022
The rule
Registrations ended
Mar 25, 2022 to Apr 14, 2022
Registered next
Mar 7, 2022 to Apr 5, 2022
Branch state
IL
Cities
2, most in Chicago, Il
Registered there that day
8,345 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into W•••• F•••• A•••••••