DFX Intelligence
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Team lift-out
3 advisors left H••••••••• G•••• E••••• • R••••••••• S••••••••• for G•••• V••••• A•••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea Joellen Argue | Waukesha, Wi | Feb 22, 2022 | Oct 8, 2021 |
| Cody James Kave | Waukesha, Wi | Feb 22, 2022 | Oct 14, 2021 |
| Jude Richard Kave | Waukesha, Wi | Feb 22, 2022 | Oct 8, 2021 |
The rule
- Registrations ended
- Feb 22, 2022
- Registered next
- Oct 8, 2021 to Oct 14, 2021
- Branch state
- WI
- Cities
- 1, most in Waukesha, Wi
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 8.8%
- Succession by the destination
- none on the tape