DFX Intelligence
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Team lift-out
2 advisors left N•••••• W••••• M••••••••• for B•••••••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Gene Nagel | Wausau, Wi | May 20, 2025 | Apr 15, 2025 |
| Brian John Versey | Sheboygan Falls, Wi | May 20, 2025 | Apr 16, 2025 |
The rule
- Registrations ended
- May 20, 2025
- Registered next
- Apr 15, 2025 to Apr 16, 2025
- Branch state
- WI
- Cities
- 2, most in Wausau, Wi
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape