DFX Intelligence
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Team lift-out
2 advisors left T•• A••••••• G••••• L•• for J•••••• W••••• I•••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Grace P Anderson | Appleton, Wi | Oct 9, 2023 | Oct 19, 2023 |
| Samantha P Kolb | Appleton, Wi | Oct 9, 2023 | Oct 19, 2023 |
The rule
- Registrations ended
- Oct 9, 2023
- Registered next
- Oct 19, 2023
- Branch state
- WI
- Cities
- 1, most in A•••••••, Wi
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape