DFX Intelligence
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Team lift-out
2 advisors left T••• F•••••••• A••••••• for W•••••• C••••• F•••••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Stanton Farmer | Madison, Wi | Sep 30, 2020 | Sep 4, 2020 |
| Sylvain Ernest Michelin | Madison, Wi | Sep 30, 2020 | Sep 4, 2020 |
The rule
- Registrations ended
- Sep 30, 2020
- Registered next
- Sep 4, 2020
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape