DFX Intelligence

RIA Intelligence

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Team lift-out

14 advisors left I••••••••• C•••••• O• A••••••• I••• for N•••••• A•••••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dane Thomas GleesonMinong, WiNov 29, 2017Feb 20, 2018
James Patrick BraunAppleton, WiNov 29, 2017Feb 26, 2018
Kevin Michael FlynnHudson, WiNov 29, 2017Feb 20, 2018
Kristie Lynn VoldbergAshland, WiNov 29, 2017Feb 20, 2018
Robert C GrayAppleton, WiNov 29, 2017Feb 16, 2018
Casey Norman HandeAppleton, WiDec 5, 2017Mar 12, 2019
Darin J BohlAppleton, WiDec 5, 2017Feb 26, 2018
Eric Albert AldingerAppleton, WiDec 5, 2017Feb 26, 2018
Geoffrey Sean HansenAppleton, WiDec 5, 2017Feb 20, 2018
John Russell FiorioAppleton, WiDec 5, 2017Feb 20, 2018
Perry Dean BohlAppleton, WiDec 5, 2017Feb 26, 2018
Christopher Michael ReisdorfAppleton, WiDec 6, 2017Aug 28, 2018
Eric Christian NeumannAppleton, WiDec 6, 2017Feb 20, 2018
Randy Michael PenkwitzAppleton, WiDec 6, 2017Feb 23, 2018
The rule
Registrations ended
Nov 29, 2017 to Dec 6, 2017
Registered next
Feb 16, 2018 to Mar 12, 2019
Branch state
WI
Cities
4, most in Appleton, Wi
Registered there that day
260 (people still on IAPD; an estimate)
Share of that headcount
5.4%
Succession by the destination
none on the tape
Other teams out of I••••••••• C•••••• O• A••••••• I•••Other teams into N•••••• A•••••••