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 A•••• W••••• M••••••••• L•• for H• B•••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Anthony Schilz | Hales Corners, Wi | Apr 30, 2019 | May 1, 2019 |
| Nicholas Dean Johnson | Hales Corners, Wi | Apr 30, 2019 | May 3, 2019 |
The rule
- Registrations ended
- Apr 30, 2019
- Registered next
- May 1, 2019 to May 3, 2019
- Branch state
- WI
- Cities
- 1, most in Hales Corners, Wi
- Registered there that day
- 32 (people still on IAPD; an estimate)
- Share of that headcount
- 6.3%
- Succession by the destination
- none on the tape