DFX Intelligence
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Team lift-out
2 advisors left A••••••••• I••••••••• S•••••••• I••• for W•••• F•••• A•••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Ann Carr | Green Bay, Wi | Feb 19, 2019 | Feb 15, 2019 |
| Thomas Michael Dellise | Marinette, Wi | Feb 21, 2019 | Feb 15, 2019 |
The rule
- Registrations ended
- Feb 19, 2019 to Feb 21, 2019
- Registered next
- Feb 15, 2019
- Branch state
- WI
- Cities
- 2, most in Green Bay, Wi
- Registered there that day
- 46 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape