DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left B••••••• W••••• M••••••••• L••• for G•••• V••••• A•••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Richard BishopAltoona, WiAug 18, 2020Jun 20, 2020
Daniel Vernon EstensonAltoona, WiAug 18, 2020Jun 20, 2020
Karlyn Renee EtheridgeAltoona, WiAug 18, 2020Jun 20, 2020
Kristie Lynn WeberAltoona, WiAug 18, 2020Jun 20, 2020
Lindsey Marie HendricksonAltoona, WiAug 18, 2020Oct 27, 2020
Ty Alan BernickeAltoona, WiAug 18, 2020Jun 18, 2020
The rule
Registrations ended
Aug 18, 2020
Registered next
Jun 18, 2020 to Oct 27, 2020
Branch state
WI
Cities
1, most in Altoona, Wi
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of B••••••• W••••• M••••••••• L•••Other teams into G•••• V••••• A•••••• G••••• L••