DFX Intelligence
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Team lift-out
2 advisors left O•••••• C••••••• I•• for O•••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David James Lardinois | Milwaukee, Wi | Dec 31, 2020 | Sep 28, 2020 |
| Scott Louis Hefle | Milwaukee, Wi | Dec 31, 2020 | Sep 29, 2020 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Sep 28, 2020 to Sep 29, 2020
- Branch state
- WI
- Cities
- 1, most in Milwaukee, Wi
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape