DFX Intelligence
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Team lift-out
2 advisors left V•••••• C•••••• M••••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rachael Ann Nickelsen | Lake Geneva, Wi | Dec 31, 2025 | Nov 19, 2025 |
| Robert Jay Anderson | Lake Geneva, Wi | Dec 31, 2025 | Nov 24, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Nov 19, 2025 to Nov 24, 2025
- Branch state
- WI
- Cities
- 1, most in Lake Geneva, 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