DFX Intelligence
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Team lift-out
2 advisors left O•••••• C••••••• I•• for E•••• O•• I••••••••• L••
independent RIAtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerald Wayne Nackers | Brookfield, Wi | Dec 31, 2020 | Sep 17, 2009 |
| Matthew William Klewer | Milwaukee, Wi | Dec 31, 2020 | Jun 22, 2011 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Sep 17, 2009 to Jun 22, 2011
- Branch state
- WI
- Cities
- 2, most in Brookfield, 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