DFX Intelligence
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Team lift-out
2 advisors left A••••• I••••••••• A••••••• I•• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Atley Thomas Gay | Manitowoc, Wi | Apr 4, 2024 | Mar 24, 2024 |
| William Robert Casey | Manitowoc, Wi | Apr 4, 2024 | Mar 22, 2024 |
The rule
- Registrations ended
- Apr 4, 2024
- Registered next
- Mar 22, 2024 to Mar 24, 2024
- Branch state
- WI
- Cities
- 1, most in Manitowoc, Wi
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape