DFX Intelligence
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Team lift-out
2 advisors left P•••••• P••••••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katherine Ann Wohlt | Mequon, Wi | Jan 2, 2024 | Mar 19, 2025 |
| Kayla Suzanne Schneider | Mequon, Wi | Jan 2, 2024 | Dec 4, 2024 |
The rule
- Registrations ended
- Jan 2, 2024
- Registered next
- Dec 4, 2024 to Mar 19, 2025
- Branch state
- WI
- Cities
- 1, most in Mequon, Wi
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape