DFX Intelligence
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Firm absorbed
5 advisors left H••••• W••••• M••••••••• L•• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brent D Polzin | Green Bay, Wi | Apr 27, 2026 | Apr 27, 2026 |
| Cheryl Ann Moss | Green Bay, Wi | Apr 27, 2026 | Apr 27, 2026 |
| Eric Anthony Heus | Green Bay, Wi | Apr 27, 2026 | Apr 27, 2026 |
| Erin Kristine Johnson | Green Bay, Wi | Apr 27, 2026 | Apr 27, 2026 |
| Larry John Rose | Green Bay, Wi | Apr 27, 2026 | Apr 27, 2026 |
The rule
- Registrations ended
- Apr 27, 2026
- Registered next
- Apr 27, 2026
- Branch state
- WI
- Cities
- 1, most in Green Bay, Wi
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape