DFX Intelligence
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Firm absorbed
9 advisors left F•••••••• I••••••••• A••••••• I••••••••• for F•••••••• W••••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Michael Howe | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| James Matthew Haygood | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| Keith Gerald Lueck | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| Robert Oliver Klitzke | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| Scott Lyle Kornstedt | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| Shirlene D Chart | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| Steven James Hoffman | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| Travis Richard Cliff | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
| Zach Donald Meulemans | Middleton, Wi | Feb 21, 2018 | Feb 1, 2018 |
The rule
- Registrations ended
- Feb 21, 2018
- Registered next
- Feb 1, 2018
- Branch state
- WI
- Cities
- 1, most in Middleton, Wi
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Jan 3, 2018), not necessarily this firm