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 C••••••••• F•••••••• G••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Guy Mccauley | Algoma, Wi | Jan 6, 2023 | Jan 3, 2023 |
| Troy Michael Leonard | Appleton, Wi | Jan 6, 2023 | Jan 3, 2023 |
The rule
- Registrations ended
- Jan 6, 2023
- Registered next
- Jan 3, 2023
- Branch state
- WI
- Cities
- 2, most in Appleton, Wi
- Registered there that day
- 1,081 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape