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 C•••••••• I••••••••• R••••••• A•••••••• I••• for I••••••••• A•••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter F Wagner | Menomonee Falls, Wi | Mar 11, 2022 | Mar 8, 2022 |
| Tanner James Leister | Menomonee Falls, Wi | Mar 11, 2022 | Jan 4, 2023 |
The rule
- Registrations ended
- Mar 11, 2022
- Registered next
- Mar 8, 2022 to Jan 4, 2023
- Branch state
- WI
- Cities
- 1, most in Menomonee Falls, Wi
- Registered there that day
- 3,099 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape