DFX Intelligence
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Team lift-out
2 advisors left M•••••• F•••••••• A•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel William Wilson | Delafield, Wi | Mar 10, 2021 | Feb 16, 2021 |
| Toby John Prestegaard | Delafield, Wi | Mar 10, 2021 | Mar 8, 2021 |
The rule
- Registrations ended
- Mar 10, 2021
- Registered next
- Feb 16, 2021 to Mar 8, 2021
- Branch state
- WI
- Cities
- 1, most in Delafield, Wi
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape