DFX Intelligence
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Team lift-out
2 advisors left J•••••• W••••• I••• for L•• F•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Lailer | Brookfield, Wi | May 27, 2020 | Apr 29, 2020 |
| Jean Anne Golla | Mequon, Wi | May 27, 2020 | Apr 20, 2020 |
The rule
- Registrations ended
- May 27, 2020
- Registered next
- Apr 20, 2020 to Apr 29, 2020
- Branch state
- WI
- Cities
- 2, most in Mequon, Wi
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 5.1%
- Succession by the destination
- none on the tape