DFX Intelligence
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Team lift-out
2 advisors left H••••• M••• I••••••••• I••• for L•••••• I•••••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 15, 2022
- Registered next
- Aug 15, 2022
- Branch state
- WI
- Cities
- 2, most in Madison, Wi
- Registered there that day
- 68 (people still on IAPD; an estimate)
- Share of that headcount
- 2.9%
- Succession by the destination
- none on the tape