DFX Intelligence
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Team lift-out
2 advisors left D••••• W••••• M••••••••• I••• for T•• K••••••••• G••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Evan Salmela | Mequon, Wi | Jul 2, 2024 | Jun 5, 2024 |
| Robert Allison Kieckhefer | Mequon, Wi | Jul 2, 2024 | Jun 25, 2024 |
The rule
- Registrations ended
- Jul 2, 2024
- Registered next
- Jun 5, 2024 to Jun 25, 2024
- Branch state
- WI
- Cities
- 1, most in Mequon, Wi
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape