DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for M•••• F•••••••• G••••• I•••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Murray FroelichGreen Bay, WiOct 2, 2025Oct 2, 2025
Michael John MaccoGreen Bay, WiOct 2, 2025Oct 2, 2025
Morgan Rae CainGreen Bay, WiOct 2, 2025Oct 2, 2025
Patrick Nathan StoaGreen Bay, WiOct 2, 2025Oct 2, 2025
The rule
Registrations ended
Oct 2, 2025
Registered next
Oct 2, 2025
Branch state
WI
Cities
1, most in Green Bay, Wi
Registered there that day
6,076 (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 M•••• F•••••••• G••••• I•••