DFX Intelligence
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Team lift-out
4 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David John Henningfield | Lake Geneva, Wi | Nov 4, 2018 | Nov 1, 2018 |
| Robert Scott Groth | Oconomowoc, Wi | Nov 7, 2018 | Nov 1, 2018 |
| Greg Robert Janssen | Jackson, Wi | Nov 14, 2018 | Nov 12, 2018 |
| Matthew Allen Sternkopf | West Allis, Wi | Nov 15, 2018 | Nov 12, 2018 |
The rule
- Registrations ended
- Nov 4, 2018 to Nov 15, 2018
- Registered next
- Nov 1, 2018 to Nov 12, 2018
- Branch state
- WI
- Cities
- 4, most in Lake Geneva, Wi
- Registered there that day
- 493 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape