DFX Intelligence
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Team lift-out
3 advisors left F•••••••• S••••••••• L•• for W•••• I••••••••• A•••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Horace Seely-Brown | Waukesha, Wi | Oct 9, 2023 | Oct 19, 2023 |
| James P. Mcquaid | Waukesha, Wi | Oct 9, 2023 | Oct 6, 2023 |
| Timothy Dennis Mcgrath | Waukesha, Wi | Oct 9, 2023 | Oct 4, 2023 |
The rule
- Registrations ended
- Oct 9, 2023
- Registered next
- Oct 4, 2023 to Oct 19, 2023
- Branch state
- WI
- Cities
- 1, most in Waukesha, Wi
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape