DFX Intelligence
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Team lift-out
2 advisors left K••••••••• W••••• M••••••••• L•• for C••••• H••••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jesse Lincoln Nelson | Appleton, Wi | Dec 20, 2018 | Jan 16, 2019 |
| Ramon Garrido Mateos | Shawano, Wi | Dec 20, 2018 | Jan 16, 2019 |
The rule
- Registrations ended
- Dec 20, 2018
- Registered next
- Jan 16, 2019
- Branch state
- WI
- Cities
- 2, most in Appleton, Wi
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape