DFX Intelligence
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Team lift-out
2 advisors left B••••••••• C•••••• M••••••••• L•• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason John Glisczynski | Stevens Point, Wi | Nov 8, 2024 | Sep 30, 2024 |
| Jonathan William Steffen | Stevens Point, Wi | Nov 8, 2024 | Sep 30, 2024 |
The rule
- Registrations ended
- Nov 8, 2024
- Registered next
- Sep 30, 2024
- Branch state
- WI
- Cities
- 1, most in Stevens Point, Wi
- Registered there that day
- 293 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape