DFX Intelligence
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Team lift-out
3 advisors left W••••••• I••••••••• for L•• F•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carroll Jean Klotz | Chicago, Il | Sep 28, 2018 | Sep 28, 2018 |
| Marie Susan Knorr | Joliet, Il | Sep 28, 2018 | Sep 28, 2018 |
| Mark John Stofan | Chicago, Il | Sep 28, 2018 | Sep 28, 2018 |
The rule
- Registrations ended
- Sep 28, 2018
- Registered next
- Sep 28, 2018
- Branch state
- IL
- Cities
- 2, most in Chicago, Il
- Registered there that day
- 109 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape