DFX Intelligence
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Team lift-out
2 advisors left B••••••••• C•••••• M••••••••• L•• for E•••• R••••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael William Marcell | Plover, Wi | Apr 15, 2021 | Jan 14, 2021 |
| Patrick Lee Marcell | Plover, Wi | Apr 15, 2021 | Jan 14, 2021 |
The rule
- Registrations ended
- Apr 15, 2021
- Registered next
- Jan 14, 2021
- Branch state
- WI
- Cities
- 1, most in Plover, Wi
- Registered there that day
- 272 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape