DFX Intelligence
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Team lift-out
2 advisors left C•••••••• H•••••••• I••••••••• M••••••••• I••• for N•• C•••••• M••••••••• I•••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ann Beatrice Megan | Milwaukee, Wi | Apr 29, 2022 | Apr 11, 2022 |
| Nancy Dunham Cleveland | Milwaukee, Wi | Apr 29, 2022 | Apr 11, 2022 |
The rule
- Registrations ended
- Apr 29, 2022
- Registered next
- Apr 11, 2022
- 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
- a succession within a year (Apr 26, 2022), not necessarily this firm