DFX Intelligence
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Team lift-out
2 advisors left S•••••••• F••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam John Swanda | New Richmond, Wi | Aug 24, 2018 | Jan 9, 2024 |
| Ryan Phillip Egstad | La Crosse, Wi | Aug 24, 2018 | Aug 20, 2018 |
The rule
- Registrations ended
- Aug 24, 2018
- Registered next
- Aug 20, 2018 to Jan 9, 2024
- Branch state
- WI
- Cities
- 2, most in La Crosse, Wi
- Registered there that day
- 848 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape