DFX Intelligence
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Team lift-out
4 advisors left A••••••••• I••••••••• S•••••••• I••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kristy Ann Schreiber | Neenah, Wi | Feb 24, 2023 | Feb 24, 2023 |
| Patti Therese Hohn | Appleton, Wi | Feb 24, 2023 | Feb 24, 2023 |
| Kelly Gerard Watzka | Winneconne, Wi | Mar 3, 2023 | Feb 24, 2023 |
| Todd Jon Funk | Wautoma, Wi | Mar 3, 2023 | Feb 24, 2023 |
The rule
- Registrations ended
- Feb 24, 2023 to Mar 3, 2023
- Registered next
- Feb 24, 2023
- Branch state
- WI
- Cities
- 4, most in Neenah, Wi
- Registered there that day
- 40 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape