DFX Intelligence
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Team lift-out
4 advisors left H• B•••• I••• for A•••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 1, 2021
- Registered next
- May 7, 2012 to Dec 6, 2012
- Branch state
- WI
- Cities
- 1, most in Elm Grove, Wi
- Registered there that day
- 284 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape