DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left F•••••• W••••• A••••••• for B•••••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John E. WitczakBrookfield, WiSep 30, 2022Sep 20, 2022
John Jerold CeaglskeBrookfield, WiSep 30, 2022Sep 19, 2022
Robert Michael BesekeBrookfield, WiSep 30, 2022Sep 19, 2022
Thomas F. WozniakBrookfield, WiSep 30, 2022Sep 22, 2022
William Barry MattBrookfield, WiSep 30, 2022Sep 19, 2022
The rule
Registrations ended
Sep 30, 2022
Registered next
Sep 19, 2022 to Sep 22, 2022
Branch state
WI
Cities
1, most in Brookfield, Wi
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
36%
Succession by the destination
none on the tape
Other teams out of F•••••• W••••• A•••••••Other teams into B•••••••• A•••• M••••••••• L••