DFX Intelligence

RIA Intelligence

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Firm absorbed

24 advisors left S•• W••••• M••••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrea R ElserMadison, WiJan 13, 2021Jan 2, 2021
Bijan RamirezMadison, WiJan 13, 2021Jan 2, 2021
Brett H ChristensenMadison, WiJan 13, 2021Jan 2, 2021
Brian David KleinMadison, WiJan 13, 2021Jan 2, 2021
Brian Howard ReamerMadison, WiJan 13, 2021Jan 2, 2021
Bryan SchumacherMadison, WiJan 13, 2021Jan 2, 2021
Christopher Paul ThomasMadison, WiJan 13, 2021Jan 2, 2021
Colleen Patricia JohnsonMadison, WiJan 13, 2021Jan 2, 2021
Connor Bleser MorseMadison, WiJan 13, 2021Jan 2, 2021
Daniel Guyan GibsonMadison, WiJan 13, 2021Jan 2, 2021
Debra Lynn OswaldMadison, WiJan 13, 2021Jan 2, 2021
Heather Lea BenashMadison, WiJan 13, 2021Jan 2, 2021
Jacob Madison BabiukMadison, WiJan 13, 2021Jan 2, 2021
Jerome A NearyMadison, WiJan 13, 2021Jan 2, 2021
Keith K KuzeraBrookfield, WiJan 13, 2021Jan 2, 2021
Kelly LagoreMadison, WiJan 13, 2021Jan 2, 2021
Kelsey Marie Fatzinger-SchnurrMadison, WiJan 13, 2021Jan 2, 2021
Mary Regina PopovicMadison, WiJan 13, 2021Jan 2, 2021
Maureen Ellen HansenBrookfield, WiJan 13, 2021Jan 2, 2021
Mitchell Joseph AhmadMadison, WiJan 13, 2021Jan 2, 2021
Peter Charles JelacicBrookfield, WiJan 13, 2021Jan 2, 2021
Randell John GodsellBrookfield, WiJan 13, 2021Jan 2, 2021
Raymond Craig SchenkMadison, WiJan 13, 2021Jan 2, 2021
Timothy Rock ObrienMadison, WiJan 13, 2021Jan 2, 2021
The rule
Registrations ended
Jan 13, 2021
Registered next
Jan 2, 2021
Branch state
WI
Cities
2, most in Madison, Wi
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
96%
Succession by the destination
none on the tape
Other teams out of S•• W••••• M••••••••• L••Other teams into W••••• E••••••••• A••••••• S•••••••• L••