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 P•••••••• S••••••••• I••• for T•••••••• A•••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Russell Eichner | Mt Pleasant, Wi | Mar 17, 2021 | Jan 1, 2026 |
| Todd Patrick Obrien | Mt Pleasant, Wi | Mar 23, 2021 | Jan 1, 2025 |
The rule
- Registrations ended
- Mar 17, 2021 to Mar 23, 2021
- Registered next
- Jan 1, 2025 to Jan 1, 2026
- Branch state
- WI
- Cities
- 2, most in Mt Pleasant, Wi
- Registered there that day
- 1,042 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape