DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••••••• S•••••••• I••• for H•••••• I••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Charles Moore | Milwaukee, Wi | Jun 27, 2022 | Jun 22, 2022 |
| Nathan Alexander Littrell | Milwaukee, Wi | Jun 27, 2022 | Jun 23, 2022 |
The rule
- Registrations ended
- Jun 27, 2022
- Registered next
- Jun 22, 2022 to Jun 23, 2022
- Branch state
- WI
- Cities
- 1, most in Milwaukee, Wi
- Registered there that day
- 946 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape