DFX Intelligence
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Team lift-out
3 advisors left K•• W••••• M••••••••• G••••• L•• for M•••••• S•••••• W••••• M••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Anthony Mc Glone | Appleton, Wi | Feb 1, 2022 | Dec 7, 2021 |
| Keith Forrest Peters | Appleton, Wi | Feb 1, 2022 | Dec 9, 2021 |
| Peter G Van Beek | Appleton, Wi | Feb 1, 2022 | Dec 7, 2021 |
The rule
- Registrations ended
- Feb 1, 2022
- Registered next
- Dec 7, 2021 to Dec 9, 2021
- Branch state
- WI
- Cities
- 1, most in Appleton, Wi
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape