DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for F••• W••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Michael KierzekLake Geneva, WiOct 1, 2024Jul 29, 2024
Lucas David KuchenbergLake Geneva, WiOct 1, 2024Jun 1, 2023
William Robert LauderdaleLake Geneva, WiOct 1, 2024Aug 1, 2024
Brayden Chad ZettleLake Geneva, WiOct 3, 2024Jul 23, 2024
Jesse SchrockLake Geneva, WiOct 3, 2024Jul 24, 2024
Tyson Jon RayLake Geneva, WiOct 3, 2024Jun 1, 2023
The rule
Registrations ended
Oct 1, 2024 to Oct 3, 2024
Registered next
Jun 1, 2023 to Aug 1, 2024
Branch state
WI
Cities
2, most in Lake Geneva, Wi
Registered there that day
5,649 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into F••• W••••• A•••••••• L••