DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left L••••• C•••••• P•••••••• I••• for D••• I••••••••• A••••••• I••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Garrett Joseph BrigmanMilwaukee, WiJun 3, 2022Jun 1, 2022
Jeffry J BrigmanMilwaukee, WiJun 3, 2022Jun 1, 2022
Thomas J WickmanMilwaukee, WiJun 3, 2022Jun 1, 2022
James Charles JanikowskiMilwaukee, WiJun 6, 2022Jun 1, 2022
The rule
Registrations ended
Jun 3, 2022 to Jun 6, 2022
Registered next
Jun 1, 2022
Branch state
WI
Cities
1, most in Milwaukee, Wi
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Mar 30, 2022), not necessarily this firm
Other teams out of L••••• C•••••• P•••••••• I•••Other teams into D••• I••••••••• A••••••• I••