DFX Intelligence

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Team lift-out

7 advisors left G••••• V••• C•••••• M••••••••• L•• for S•• I••••••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Madey GrzeskNew Berlin, WiJul 18, 2023Jul 17, 2023
Maxwell Marc BoehmNew Berlin, WiJul 18, 2023Jul 17, 2023
Michael Vandenlangenberg DucharmeWaukesha, WiJul 18, 2023Jul 17, 2023
Robert V Du CharmeNew Berlin, WiJul 18, 2023Jul 17, 2023
Christopher WackerNew Berlin, WiJul 19, 2023Jul 18, 2023
Daniel Thomas BressonNew Berlin, WiJul 20, 2023Jul 18, 2023
James Alexander SayasNew Berlin, WiJul 20, 2023Jul 17, 2023
The rule
Registrations ended
Jul 18, 2023 to Jul 20, 2023
Registered next
Jul 17, 2023 to Jul 18, 2023
Branch state
WI
Cities
2, most in New Berlin, Wi
Registered there that day
80 (people still on IAPD; an estimate)
Share of that headcount
8.8%
Succession by the destination
none on the tape
Other teams out of G••••• V••• C•••••• M••••••••• L••Other teams into S•• I••••••••• A•••••••• I•••