DFX 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
2 advisors left S••••••••• A•••••• A•••••••• I••• for P••• G•••• W••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brent Robert Neis | Belgium, Wi | Jul 29, 2019 | Jul 29, 2019 |
| Jay Michael Lauer | Belgium, Wi | Jul 29, 2019 | Jul 29, 2019 |
The rule
- Registrations ended
- Jul 29, 2019
- Registered next
- Jul 29, 2019
- Branch state
- WI
- Cities
- 1, most in Belgium, Wi
- Registered there that day
- 1,508 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape