DFX Intelligence
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Team lift-out
2 advisors left E•••• S••••••••• L•• for R••••••••• W••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick John Gall | Marshfield, Wi | Jan 26, 2022 | Jan 24, 2022 |
| William D Heiting | Marshfield, Wi | Jan 27, 2022 | Jan 24, 2022 |
The rule
- Registrations ended
- Jan 26, 2022 to Jan 27, 2022
- Registered next
- Jan 24, 2022
- Branch state
- WI
- Cities
- 1, most in Marshfield, Wi
- Registered there that day
- 1,450 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape