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
2 advisors left M•• I•••••••• S•••••••• L•• for V••• F•••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Myers | Camp Douglas, Wi | Mar 19, 2020 | Mar 26, 2020 |
| Michael Thomas Swartz | Lacrosse, Wi | Mar 30, 2020 | Mar 30, 2020 |
The rule
- Registrations ended
- Mar 19, 2020 to Mar 30, 2020
- Registered next
- Mar 26, 2020 to Mar 30, 2020
- Branch state
- WI
- Cities
- 2, most in Camp Douglas, Wi
- Registered there that day
- 3,427 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape