DFX Intelligence

RIA 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

8 advisors left W••••• F•••••••• A•••••••• L•• for T••• H•••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Carolyn Elizabeth KellyMilwaukee, WiJun 1, 2018May 29, 2018
Christina Danielle Gann MunguiaMilwaukee, WiJun 1, 2018May 29, 2018
Christopher Ryan AndersonMilwaukee, WiJun 1, 2018May 29, 2018
Derek Joseph FranceMilwaukee, WiJun 1, 2018May 29, 2018
Jedd Daniel NicolasMilwaukee, WiJun 1, 2018May 29, 2018
John Matthew BusselMilwaukee, WiJun 1, 2018May 29, 2018
Rachael Catherine GrattanMilwaukee, WiJun 1, 2018Jun 4, 2018
Xinyi Li CresciMilwaukee, WiJun 1, 2018May 29, 2018
The rule
Registrations ended
Jun 1, 2018
Registered next
May 29, 2018 to Jun 4, 2018
Branch state
WI
Cities
1, most in Milwaukee, Wi
Registered there that day
45 (people still on IAPD; an estimate)
Share of that headcount
18%
Succession by the destination
none on the tape
Other teams out of W••••• F•••••••• A•••••••• L••Other teams into T••• H•••••• L••