DFX Intelligence
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Team lift-out
2 advisors left C•••••• A•••• M••••••••• L•• for S••••••••• A•••• M••••••••• G•••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Raymond Bies | Milwaukee, Wi | Jul 30, 2019 | Aug 8, 2019 |
| Steven Richard Lilly | Milwaukee, Wi | Jul 30, 2019 | Jan 21, 2025 |
The rule
- Registrations ended
- Jul 30, 2019
- Registered next
- Aug 8, 2019 to Jan 21, 2025
- Branch state
- WI
- Cities
- 1, most in Milwaukee, 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